MFG
IJK icon

Merit Financial Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Merit Financial Group’s Portfolio IJK Stock Details IJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.2M Sell
10,193
-42,029
-80% -$4.67M 0.01% 990
2026
Q1 		$5.25M Buy
52,222
+41,583
+391% +$4.27M 0.04% 377
2025
Q4 		$1.03M Sell
10,639
-111
-1% -$10.7K 0.01% 942
2025
Q3 		$1.03M Sell
10,750
-652
-6% -$61.4K 0.01% 852
2025
Q2 		$1.04M Buy
11,402
+507
+5% +$43.4K 0.01% 773
2025
Q1 		$907K Buy
10,895
+98
+0.9% +$8.83K 0.01% 691
2024
Q4 		$982K Buy
10,797
+6,446
+148% +$607K 0.02% 520
2024
Q3 		$400K Sell
4,351
-3,652
-46% -$327K 0.01% 610
2024
Q2 		$705K Buy
8,003
+67
+0.8% +$5.92K 0.02% 499
2024
Q1 		$697K Buy
7,936
+3,325
+72% +$277K 0.02% 497
2023
Q4 		$365K Sell
4,611
-84
-2% -$6.16K 0.01% 569
2023
Q3 		$339K Sell
4,695
-9
-0.2% -$679 0.01% 552
2023
Q2 		$353K Buy
4,704
+173
+4% +$12.4K 0.01% 551
2023
Q1 		$324K Sell
4,531
-170
-4% -$12.1K 0.01% 491
2022
Q4 		$321K Buy
4,701
+1
+0% +$69 0.01% 527
2022
Q3 		$296K Buy
4,700
+540
+13% +$37.3K 0.01% 442
2022
Q2 		$265K Hold
4,160
– – 0.01% 467
2022
Q1 		$321K Hold
4,160
– – 0.02% 295
2021
Q4 		$355K Buy
4,160
+1
+0% +$84 0.03% 200
2021
Q3 		$329K Hold
4,159
– – 0.03% 199
2021
Q2 		$337K Sell
4,159
-584
-12% -$46.9K 0.03% 193
2021
Q1 		$372K Hold
4,743
– – 0.04% 172
2020
Q4 		$343K Sell
4,743
-309
-6% -$20.6K 0.03% 159
2020
Q3 		$302K Buy
5,052
+224
+5% +$13.3K 0.03% 174
2020
Q2 		$270K Sell
4,828
-1,912
-28% -$99.3K 0.03% 177
2020
Q1 		$301K Sell
6,740
-656
-9% -$36.1K 0.03% 164
2019
Q4 		$440K Buy
+7,396
New +$424K 0.04% 155

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

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

Merit Financial Group reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 80% in Q2 2026, selling an estimated $4.67M and leaving 10,193 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #990.

Merit Financial Group first reported a position in IJK in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.25M in Q1 2026. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Merit Financial Group held 10,193 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.2M as of Q2 2026.
  • Merit Financial Group sold 42,029 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $4.67M.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #990 holding.
  • Merit Financial Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Merit Financial Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $5.25M in Q1 2026.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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