Merit Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Merit Financial Group’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.49M	Sell	123,014 -3,832	-3%	-$281K	0.06%	269
2026 Q1	$8.57M	Buy	126,846 +7,871	+7%	+$546K	0.06%	261
2025 Q4	$7.85M	Sell	118,975 -2,200	-2%	-$144K	0.06%	246
2025 Q3	$7.91M	Buy	121,175 +1,268	+1%	+$81.5K	0.07%	205
2025 Q2	$7.44M	Buy	119,907 +5,989	+5%	+$352K	0.08%	188
2025 Q1	$6.65M	Buy	113,918 +17,330	+18%	+$1.08M	0.1%	166
2024 Q4	$6.02M	Buy	96,588 +15,383	+19%	+$987K	0.11%	161
2024 Q3	$5.06M	Buy	81,205 +30,329	+60%	+$1.83M	0.11%	143
2024 Q2	$2.98M	Buy	50,876 +2,041	+4%	+$120K	0.07%	218
2024 Q1	$2.86M	Buy	48,835 +8,175	+20%	+$463K	0.07%	218
2023 Q4	$2.25M	Sell	40,660 -52,850	-57%	-$2.68M	0.07%	184
2023 Q3	$4.66M	Buy	93,510 +49,170	+111%	+$2.58M	0.15%	103
2023 Q2	$2.32M	Sell	44,340 -360	-0.8%	-$17.9K	0.08%	198
2023 Q1	$2.24M	Sell	44,700 -1,440	-3%	-$73.4K	0.08%	192
2022 Q4	$2.23M	Buy	46,140 +17,540	+61%	+$847K	0.08%	181
2022 Q3	$1.25M	Buy	28,600 +1,380	+5%	+$66.7K	0.05%	216
2022 Q2	$1.23M	Buy	27,220 +855	+3%	+$42.2K	0.04%	230
2022 Q1	$1.42M	Sell	26,365 -50	-0.2%	-$2.66K	0.09%	131
2021 Q4	$1.5M	Sell	26,415 -1,315	-5%	-$73.2K	0.15%	75
2021 Q3	$1.46M	Sell	27,730 -320	-1%	-$17.2K	0.15%	73
2021 Q2	$1.51M	Sell	28,050 -365	-1%	-$19.7K	0.14%	73
2021 Q1	$1.48M	Sell	28,415 -4,460	-14%	-$223K	0.15%	67
2020 Q4	$1.51M	Sell	32,875 -4,805	-13%	-$202K	0.15%	64
2020 Q3	$1.4M	Sell	37,680 -7,345	-16%	-$275K	0.13%	63
2020 Q2	$1.6M	Sell	45,025 -33,835	-43%	-$1.12M	0.16%	54
2020 Q1	$2.27M	Sell	78,860 -3,200	-4%	-$119K	0.25%	30
2019 Q4	$3.38M	Buy	+82,060	New	+$3.25M	0.3%	21

Other funds holding IJH

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Merit Financial Group's IJH Position: Q2 2026 in Review

Merit Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3% in Q2 2026, selling an estimated $281K and leaving 123,014 shares worth $9.49M. The position accounts for 0.06% of the portfolio, ranked #269.

Merit Financial Group first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Merit Financial Group held 123,014 shares of iShares Core S&P Mid-Cap ETF worth $9.49M as of Q2 2026.
Merit Financial Group sold 3,832 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $281K.
iShares Core S&P Mid-Cap ETF made up 0.06% of Merit Financial Group's portfolio in Q2 2026, its #269 holding.
Merit Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.