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 |
|