MFG
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Merit Financial Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Merit Financial Group’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.55M Buy
8,700
+575
+7% +$93.2K 0.01% 862
2026
Q1 		$1.18M Buy
8,125
+993
+14% +$147K 0.01% 906
2025
Q4 		$1.01M Buy
7,132
+1,714
+32% +$243K 0.01% 954
2025
Q3 		$767K Buy
5,418
+6
+0.1% +$828 0.01% 973
2025
Q2 		$720K Buy
5,412
+1,787
+49% +$224K 0.01% 935
2025
Q1 		$451K Buy
3,625
+208
+6% +$27.8K 0.01% 986
2024
Q4 		$463K Sell
3,417
-497
-13% -$70.3K 0.01% 751
2024
Q3 		$546K Sell
3,914
-41
-1% -$5.53K 0.01% 540
2024
Q2 		$508K Buy
3,955
+38
+1% +$4.86K 0.01% 572
2024
Q1 		$500K Buy
3,917
+526
+16% +$65.6K 0.01% 570
2023
Q4 		$424K Buy
3,391
+441
+15% +$49.5K 0.01% 529
2023
Q3 		$324K Buy
2,950
+240
+9% +$27.7K 0.01% 567
2023
Q2 		$311K Sell
2,710
-149
-5% -$16.3K 0.01% 584
2023
Q1 		$314K Buy
2,859
+87
+3% +$9.81K 0.01% 501
2022
Q4 		$300K Buy
2,772
+128
+5% +$14.1K 0.01% 542
2022
Q3 		$269K Buy
2,644
+322
+14% +$36.2K 0.01% 463
2022
Q2 		$245K Sell
2,322
-109
-4% -$12.4K 0.01% 482
2022
Q1 		$304K Buy
2,431
+109
+5% +$13.7K 0.02% 301
2021
Q4 		$322K Hold
2,322
– – 0.03% 215
2021
Q3 		$302K Hold
2,322
– – 0.03% 210
2021
Q2 		$308K Hold
2,322
– – 0.03% 206
2021
Q1 		$298K Sell
2,322
-66
-3% -$8.39K 0.03% 191
2020
Q4 		$273K Buy
2,388
+66
+3% +$6.73K 0.03% 178
2020
Q3 		$205K Buy
+2,322
New +$208K 0.02% 208
2020
Q2 		– Sell
-3,002
Closed -$207K – 228
2020
Q1 		$207K Sell
3,002
-688
-19% -$60.7K 0.02% 203
2019
Q4 		$357K Buy
+3,690
New +$341K 0.03% 170

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Merit Financial Group increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 7.1% in Q2 2026, buying an estimated $93.2K and bringing the position to 8,700 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #862.

Merit Financial Group first reported a position in IJT in Q4 2019 and has held it in 26 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Merit Financial Group held 8,700 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.55M as of Q2 2026.
  • Merit Financial Group bought 575 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $93.2K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #862 holding.
  • Merit Financial Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

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