How many shares of IJR does Merit Financial Group, LLC own?

As of 2026-Q2, Merit Financial Group, LLC holds 249,788 shares of IJR (ISHARES CORE S&P SMALL-CAP ETF ETF).

What is Merit Financial Group, LLC's IJR position worth?

As of 2026-Q2, Merit Financial Group, LLC's IJR position is worth $37M.

Is Merit Financial Group, LLC buying or selling IJR?

In 2026-Q2, Merit Financial Group, LLC decreased their IJR position (-0.7% change in shares).

When did Merit Financial Group, LLC first buy IJR?

Based on available 13F filings, Merit Financial Group, LLC first reported a position in IJR in 2019-Q1. They have held the position across 30 quarters.

Back to MF Merit Financial Group, LLC

IJR
30 quarters

Position history for MFMerit Financial Group, LLC's holdings in ISHARES CORE S&P SMALL-CAP ETF ETF

Current Value

$37M

Current Shares

249,788

Total Value Change

+$31.2M

Total Shares Change

+173,913

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	249,788	-0.7%	$37M	0.2%	$148.31	0
2026-Q1	Increased	251,474	+2.9%	$31.3M	0.2%	$129.20	35
2025-Q4	Increased	244,511	+133.1%	$29.4M	0.2%	$121.69	56
2025-Q3	Increased	104,919	+4.2%	$12.5M	0.1%	$118.03	35
2025-Q2	Increased	100,713	+3.4%	$11M	0.1%	$108.58	34
2025-Q1	Decreased	97,439	-1.7%	$10.2M	0.2%	$102.76	0
2024-Q4	Decreased	99,143	-2.7%	$11.4M	0.2%	$113.25	0
2024-Q3	Increased	101,886	+60.9%	$11.9M	0.3%	$113.75	48
2024-Q2	Increased	63,337	+0.2%	$6.8M	0.1%	$103.63	33
2024-Q1	Increased	63,232	+35.0%	$6.8M	0.2%	$107.00	42
2023-Q4	Decreased	46,829	-13.3%	$5.1M	0.2%	$104.48	0
2023-Q3	Decreased	54,038	-2.7%	$5.1M	0.2%	$90.81	0
2023-Q2	Increased	55,519	+5.8%	$5.5M	0.2%	$95.38	34
2023-Q1	Decreased	52,471	-29.5%	$5.1M	0.2%	$90.62	0
2022-Q4	Decreased	74,424	-6.9%	$7M	0.3%	$90.02	0
2022-Q3	Decreased	79,923	-13.6%	$7M	0.3%	$83.07	0
2022-Q2	Increased	92,518	+8.5%	$8.6M	0.3%	$87.45	36
2022-Q1	Increased	85,271	+52.9%	$9.2M	0.6%	$102.43	54
2021-Q4	Decreased	55,758	-3.2%	$6.4M	0.6%	$107.55	0
2021-Q3	Decreased	57,595	-7.1%	$6.3M	0.7%	$103.52	0
2021-Q2	Decreased	62,010	-0.0%	$7M	0.7%	$104.50	0
2021-Q1	Increased	62,029	+62.0%	$6.7M	0.7%	$100.10	56
2020-Q4	Decreased	38,299	-10.2%	$3.5M	0.3%	$84.73	0
2020-Q3	Increased	42,634	+1.9%	$3M	0.3%	$64.49	32
2020-Q2	Increased	41,839	+120.0%	$2.9M	0.3%	$61.80	51
2020-Q1	Decreased	19,020	-29.6%	$1.1M	0.1%	$51.40	0
2019-Q4	Decreased	27,018	-1.8%	$2.3M	0.2%	$76.03	0
2019-Q3	Decreased	27,503	-97.7%	$2.1M	0.2%	$70.40	0
2019-Q2	Increased	1.2M	+1456.0%	$93.1M	10.9%	$70.59	94
2019-Q1	New	75,875	-	$5.9M	0.7%	$69.34	53

Other major holders of IJR: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

IJR30 quarters

IJR
30 quarters