6 Meridian’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

6 Meridian’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
2021 Q4	$428K	Buy	3,736 +88	+2%	+$10K	0.03%	187
2021 Q3	$398K	Sell	3,648 -474	-11%	-$52.2K	0.03%	192
2021 Q2	$466K	Sell	4,122 -49	-1%	-$5.46K	0.04%	180
2021 Q1	$453K	Buy	4,171 +202	+5%	+$21.1K	0.04%	172
2020 Q4	$365K	Buy	3,969 +93	+2%	+$7.64K	0.03%	180
2020 Q3	$272K	Buy	3,876 +630	+19%	+$45.1K	0.03%	203
2020 Q2	$222K	Sell	3,246 -4,331	-57%	-$273K	0.02%	272
2020 Q1	$425K	Sell	7,577 -7,663	-50%	-$571K	0.04%	311
2019 Q4	$1.28M	Buy	15,240 +9,142	+150%	+$736K	0.11%	110
2019 Q3	$475K	Sell	6,098 -12,806	-68%	-$992K	0.05%	373
2019 Q2	$1.48M	Buy	18,904 +11,639	+160%	+$904K	0.15%	96
2019 Q1	$560K	Sell	7,265 -521	-7%	-$40K	0.06%	187
2018 Q4	$540K	Buy	7,786 +2,674	+52%	+$207K	0.06%	190
2018 Q3	$446K	Sell	5,112 -4,330	-46%	-$379K	0.05%	363
2018 Q2	$788K	Buy	9,442 +1,327	+16%	+$108K	0.08%	138
2018 Q1	$625K	Buy	8,115 +1,651	+26%	+$129K	0.07%	155
2017 Q4	$496K	Buy	+6,464	New	+$487K	0.06%	238

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

6 Meridian's IJR Position: Q4 2021 in Review

6 Meridian increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.4% in Q4 2021, buying an estimated $10K and bringing the position to 3,736 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #187.

6 Meridian first reported a position in IJR in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.48M in Q2 2019. 2,048 funds tracked by Wall St. Rank hold IJR as of Q4 2021.

6 Meridian held 3,736 shares of iShares Core S&P Small-Cap ETF worth $428K as of Q4 2021.
6 Meridian bought 88 iShares Core S&P Small-Cap ETF shares in Q4 2021, an estimated $10K.
iShares Core S&P Small-Cap ETF made up 0.03% of 6 Meridian's portfolio in Q4 2021, its #187 holding.
6 Meridian first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 17 quarters since.
6 Meridian's iShares Core S&P Small-Cap ETF position peaked at $1.48M in Q2 2019.
2,048 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.