MFG
IJR icon

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

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

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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. 1,062 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.
  • 1,062 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.