Meridian Management’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
$12.4M Sell
112,098
-12,004
-10% -$1.32M 3.38% 8
2025
Q1
$13M Sell
124,102
-16,283
-12% -$1.7M 4.02% 6
2024
Q4
$16.2M Buy
140,385
+6,668
+5% +$768K 4.26% 6
2024
Q3
$15.6M Buy
133,717
+7,876
+6% +$921K 3.97% 6
2024
Q2
$13.4M Buy
125,841
+12,688
+11% +$1.35M 3.69% 7
2024
Q1
$12.5M Buy
113,153
+3,803
+3% +$420K 3.41% 9
2023
Q4
$11.6M Buy
109,350
+107,156
+4,884% +$11.4M 3.3% 9
2023
Q3
$207K Sell
2,194
-121
-5% -$11.4K 0.07% 90
2023
Q2
$231K Buy
+2,315
New +$231K 0.07% 88