Meridian Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Meridian Wealth Management’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$631K	Sell	4,362 -101	-2%	-$15K	0.02%	456
2025 Q4	$630K	Sell	4,463 -92	-2%	-$13K	0.02%	448
2025 Q3	$645K	Sell	4,555 -190	-4%	-$26.2K	0.02%	419
2025 Q2	$631K	Sell	4,745 -2,932	-38%	-$367K	0.03%	397
2025 Q1	$956K	Sell	7,677 -549	-7%	-$73.4K	0.05%	301
2024 Q4	$1.11M	Buy	8,226 +6,145	+295%	+$869K	0.05%	272
2024 Q3	$290K	Buy	+2,081	New	+$281K	0.01%	526

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Meridian Wealth Management's IJT Position: Q1 2026 in Review

Meridian Wealth Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2.3% in Q1 2026, selling an estimated $15K and leaving 4,362 shares worth $631K. The position accounts for 0.02% of the portfolio, ranked #456.

Meridian Wealth Management first reported a position in IJT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q4 2024. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Meridian Wealth Management held 4,362 shares of iShares S&P Small-Cap 600 Growth ETF worth $631K as of Q1 2026.
Meridian Wealth Management sold 101 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $15K.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #456 holding.
Meridian Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2024 and has held it in 7 quarters since.
Meridian Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.11M in Q4 2024.
757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.