Merit Financial Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8M	Sell	78,669 -17,504	-18%	-$2.26M	0.07%	247
2026 Q1	$11.4M	Buy	+96,173	New	+$11.6M	0.08%	210
2022 Q3	–	Sell	-31,601	Closed	-$2.81M	–	606
2022 Q2	$2.81M	Buy	+31,601	New	+$3.03M	0.09%	146

Other funds holding IJS

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Merit Financial Group reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 18% in Q2 2026, selling an estimated $2.26M and leaving 78,669 shares worth $10.8M. The position accounts for 0.07% of the portfolio, ranked #247.

Merit Financial Group first reported a position in IJS in Q2 2022 and has held it in 3 quarters since. The position peaked at $11.4M in Q1 2026. 159 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Merit Financial Group held 78,669 shares of iShares S&P Small-Cap 600 Value ETF worth $10.8M as of Q2 2026.
Merit Financial Group sold 17,504 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $2.26M.
iShares S&P Small-Cap 600 Value ETF made up 0.07% of Merit Financial Group's portfolio in Q2 2026, its #247 holding.
Merit Financial Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2022 and has held it in 3 quarters since.
Merit Financial Group's iShares S&P Small-Cap 600 Value ETF position peaked at $11.4M in Q1 2026.
159 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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