Meridian Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $699K | Buy |
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|
2025
Q2 | $629K | Buy |
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|
2025
Q1 | $601K | Sell |
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|
2024
Q4 | $736K | Buy |
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|
2024
Q3 | $559K | Buy |
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|
2024
Q2 | $217K | Sell |
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|
2024
Q1 | $251K | Buy |
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|
2023
Q4 | $246K | Buy |
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|
2023
Q3 | $214K | Hold |
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|
2023
Q2 | $226K | Buy |
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|
2023
Q1 | $220K | Sell |
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|
2022
Q4 | $869K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $206K | Buy |
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|
2022
Q1 | $241K | Hold |
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|
2021
Q4 | $256K | Buy |
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|
2021
Q3 | $244K | Buy |
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|
2021
Q2 | $252K | Hold |
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|
2021
Q1 | $242K | Buy |
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|
2020
Q4 | $205K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $236K | Sell |
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|
2019
Q4 | $389K | Sell |
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|
2019
Q3 | $385K | Hold |
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|
2019
Q2 | $387K | Sell |
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|
2019
Q1 | $409K | Hold |
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|
2018
Q4 | $367K | Buy |
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