MFG
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Merit Financial Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Merit Financial Group’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$344K Sell
2,331
-319
-12% -$45.1K ﹤0.01% 1731
2026
Q1 		$351K Buy
+2,650
New +$363K ﹤0.01% 1572

Other funds holding IJJ

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM

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

Merit Financial Group reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 12% in Q2 2026, selling an estimated $45.1K and leaving 2,331 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

Merit Financial Group first reported a position in IJJ in Q1 2026 and has held it in 2 quarters since. The position peaked at $351K in Q1 2026. 232 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Merit Financial Group held 2,331 shares of iShares S&P Mid-Cap 400 Value ETF worth $344K as of Q2 2026.
  • Merit Financial Group sold 319 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $45.1K.
  • iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1731 holding.
  • Merit Financial Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Merit Financial Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $351K in Q1 2026.
  • 232 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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