Merit Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $37M | Sell |
249,788
-1,686
| -0.7% | -$231K | 0.23% | 82 |
|
|
2026
Q1 | $31.3M | Buy |
251,474
+6,963
| +3% | +$885K | 0.23% | 76 |
|
|
2025
Q4 | $29.4M | Buy |
244,511
+139,592
| +133% | +$16.7M | 0.24% | 77 |
|
|
2025
Q3 | $12.5M | Buy |
104,919
+4,206
| +4% | +$484K | 0.11% | 144 |
|
|
2025
Q2 | $11M | Buy |
100,713
+3,274
| +3% | +$338K | 0.12% | 135 |
|
|
2025
Q1 | $10.2M | Sell |
97,439
-1,704
| -2% | -$192K | 0.15% | 111 |
|
|
2024
Q4 | $11.4M | Sell |
99,143
-2,743
| -3% | -$328K | 0.21% | 89 |
|
|
2024
Q3 | $11.9M | Buy |
101,886
+38,549
| +61% | +$4.36M | 0.27% | 63 |
|
|
2024
Q2 | $6.76M | Buy |
63,337
+105
| +0.2% | +$11.2K | 0.15% | 110 |
|
|
2024
Q1 | $6.77M | Buy |
63,232
+16,403
| +35% | +$1.74M | 0.16% | 107 |
|
|
2023
Q4 | $5.07M | Sell |
46,829
-7,209
| -13% | -$695K | 0.15% | 95 |
|
|
2023
Q3 | $5.1M | Sell |
54,038
-1,481
| -3% | -$148K | 0.17% | 97 |
|
|
2023
Q2 | $5.53M | Buy |
55,519
+3,048
| +6% | +$290K | 0.18% | 87 |
|
|
2023
Q1 | $5.07M | Sell |
52,471
-21,953
| -29% | -$2.19M | 0.18% | 84 |
|
|
2022
Q4 | $7.04M | Sell |
74,424
-5,499
| -7% | -$527K | 0.25% | 61 |
|
|
2022
Q3 | $6.97M | Sell |
79,923
-12,595
| -14% | -$1.22M | 0.3% | 44 |
|
|
2022
Q2 | $8.55M | Buy |
92,518
+7,247
| +8% | +$721K | 0.26% | 54 |
|
|
2022
Q1 | $9.2M | Buy |
85,271
+29,513
| +53% | +$3.18M | 0.55% | 26 |
|
|
2021
Q4 | $6.38M | Sell |
55,758
-1,837
| -3% | -$209K | 0.63% | 18 |
|
|
2021
Q3 | $6.29M | Sell |
57,595
-4,415
| -7% | -$486K | 0.66% | 15 |
|
|
2021
Q2 | $7.01M | Sell |
62,010
-19
| -0% | -$2.12K | 0.66% | 14 |
|
|
2021
Q1 | $6.73M | Buy |
62,029
+23,730
| +62% | +$2.48M | 0.7% | 13 |
|
|
2020
Q4 | $3.52M | Sell |
38,299
-4,335
| -10% | -$356K | 0.34% | 23 |
|
|
2020
Q3 | $2.99M | Buy |
42,634
+795
| +2% | +$57K | 0.27% | 27 |
|
|
2020
Q2 | $2.86M | Buy |
41,839
+22,819
| +120% | +$1.44M | 0.28% | 25 |
|
|
2020
Q1 | $1.07M | Sell |
19,020
-7,998
| -30% | -$596K | 0.12% | 72 |
|
|
2019
Q4 | $2.27M | Sell |
27,018
-485
| -2% | -$39K | 0.2% | 37 |
|
|
2019
Q3 | $2.14M | Sell |
27,503
-1,153,122
| -98% | -$89.3M | 0.23% | 25 |
|
|
2019
Q2 | $93.1M | Buy |
1,180,625
+1,104,750
| +1,456% | +$85.8M | 10.92% | 4 |
|
|
2019
Q1 | $5.85M | Buy |
75,875
+23,017
| +44% | +$1.77M | 0.71% | 8 |
|
|
2018
Q4 | $3.66M | Buy |
52,858
+9,357
| +22% | +$723K | 0.55% | 9 |
|
|
2018
Q3 | $3.8M | Buy |
43,501
+1,948
| +5% | +$171K | 0.61% | 7 |
|
|
2018
Q2 | $3.47M | Buy |
41,553
+3,833
| +10% | +$312K | 0.62% | 7 |
|
|
2018
Q1 | $2.9M | Buy |
+37,720
| New | +$2.94M | 0.57% | 8 |
|
Other funds holding IJR
Merit Financial Group's IJR Position: Q2 2026 in Review
Merit Financial Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.67% in Q2 2026, selling an estimated $231K and leaving 249,788 shares worth $37M. The position accounts for 0.23% of the portfolio, ranked #82.
Merit Financial Group first reported a position in IJR in Q1 2018 and has held it in 34 quarters since. The position peaked at $93.1M in Q2 2019. 2,842 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- Merit Financial Group held 249,788 shares of iShares Core S&P Small-Cap ETF worth $37M as of Q2 2026.
- Merit Financial Group sold 1,686 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $231K.
- iShares Core S&P Small-Cap ETF made up 0.23% of Merit Financial Group's portfolio in Q2 2026, its #82 holding.
- Merit Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and has held it in 34 quarters since.
- Merit Financial Group's iShares Core S&P Small-Cap ETF position peaked at $93.1M in Q2 2019.
- 2,842 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.