Meridian Financial’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.41M | Sell |
67,805
-221
| -0.3% | -$24.2K | 4.8% | 5 |
|
|
2025
Q1 | $7.11M | Buy |
68,026
+427
| +0.6% | +$44.7K | 4.99% | 4 |
|
|
2024
Q4 | $7.79M | Sell |
67,599
-416
| -0.6% | -$47.9K | 5.38% | 4 |
|
|
2024
Q3 | $7.95M | Buy |
68,015
+147
| +0.2% | +$17.2K | 5.31% | 4 |
|
|
2024
Q2 | $7.24M | Buy |
67,868
+968
| +1% | +$103K | 5.24% | 4 |
|
|
2024
Q1 | $7.39M | Buy |
66,900
+360
| +0.5% | +$39.8K | 5.52% | 4 |
|
|
2023
Q4 | $7.2M | Buy |
66,540
+1,256
| +2% | +$136K | 5.66% | 4 |
|
|
2023
Q3 | $6.16M | Buy |
65,284
+339
| +0.5% | +$32K | 5.74% | 4 |
|
|
2023
Q2 | $6.47M | Buy |
64,945
+174
| +0.3% | +$17.3K | 5.84% | 4 |
|
|
2023
Q1 | $6.26M | Buy |
64,771
+185
| +0.3% | +$17.9K | 6.09% | 3 |
|
|
2022
Q4 | $6.11M | Buy |
64,586
+47
| +0.1% | +$4.45K | 6.44% | 3 |
|
|
2022
Q3 | $5.63M | Buy |
64,539
+1,609
| +3% | +$140K | 6.54% | 3 |
|
|
2022
Q2 | $5.82M | Buy |
62,930
+750
| +1% | +$69.3K | 6.54% | 3 |
|
|
2022
Q1 | $6.71M | Sell |
62,180
-116
| -0.2% | -$12.5K | 6.96% | 2 |
|
|
2021
Q4 | $7.13M | Buy |
+62,296
| New | +$7.13M | 6.66% | 1 |
|