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 Q2	$767K	Sell	4,292 -70	-2%	-$11.3K	0.02%	439
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Meridian Wealth Management's IJT Position: Q2 2026 in Review

Meridian Wealth Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1.6% in Q2 2026, selling an estimated $11.3K and leaving 4,292 shares worth $767K. The position accounts for 0.02% of the portfolio, ranked #439.

Meridian Wealth Management first reported a position in IJT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q4 2024. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Meridian Wealth Management held 4,292 shares of iShares S&P Small-Cap 600 Growth ETF worth $767K as of Q2 2026.
Meridian Wealth Management sold 70 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $11.3K.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #439 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 8 quarters since.
Meridian Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.11M in Q4 2024.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.