Meridian Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
209,359
+7,651
| +4% | +$475K | 0.55% | 34 |
|
|
2025
Q1 | $11.8M | Sell |
201,708
-2,177
| -1% | -$127K | 0.57% | 35 |
|
|
2024
Q4 | $12.7M | Buy |
203,885
+2,914
| +1% | +$182K | 0.6% | 32 |
|
|
2024
Q3 | $12.5M | Buy |
+200,971
| New | +$12.5M | 0.62% | 33 |
|
|
2024
Q2 | – | Sell |
-173,497
| Closed | -$10.6M | – | 401 |
|
|
2024
Q1 | $10.6M | Sell |
173,497
-353
| -0.2% | -$21.5K | 1.76% | 13 |
|
|
2023
Q4 | $9.63M | Buy |
173,850
+18,100
| +12% | +$1M | 0.62% | 31 |
|
|
2023
Q3 | $7.77M | Buy |
155,750
+102,000
| +190% | +$5.09M | 0.48% | 42 |
|
|
2023
Q2 | $2.81M | Buy |
53,750
+1,350
| +3% | +$70.6K | 0.24% | 91 |
|
|
2023
Q1 | $2.62M | Buy |
52,400
+1,690
| +3% | +$84.6K | 0.23% | 100 |
|
|
2022
Q4 | $2.45M | Buy |
50,710
+1,460
| +3% | +$70.6K | 0.24% | 97 |
|
|
2022
Q3 | $2.16M | Sell |
49,250
-11,190
| -19% | -$491K | 0.23% | 104 |
|
|
2022
Q2 | $2.74M | Buy |
60,440
+21,795
| +56% | +$986K | 0.22% | 112 |
|
|
2022
Q1 | $2.07M | Sell |
38,645
-570
| -1% | -$30.6K | 0.23% | 95 |
|
|
2021
Q4 | $2.22M | Buy |
39,215
+21,070
| +116% | +$1.19M | 0.24% | 90 |
|
|
2021
Q3 | $955K | Buy |
18,145
+3,000
| +20% | +$158K | 0.12% | 152 |
|
|
2021
Q2 | $814K | Buy |
15,145
+2,580
| +21% | +$139K | 0.1% | 167 |
|
|
2021
Q1 | $654K | Hold |
12,565
| – | – | 0.1% | 179 |
|
|
2020
Q4 | $577K | Buy |
12,565
+3,980
| +46% | +$183K | 0.09% | 173 |
|
|
2020
Q3 | $318K | Sell |
8,585
-10,145
| -54% | -$376K | 0.08% | 181 |
|
|
2020
Q2 | $666K | Sell |
18,730
-24,310
| -56% | -$864K | 0.22% | 100 |
|
|
2020
Q1 | $1.24M | Buy |
43,040
+34,065
| +380% | +$980K | 0.55% | 42 |
|
|
2019
Q4 | $369K | Buy |
8,975
+75
| +0.8% | +$3.08K | 0.18% | 126 |
|
|
2019
Q3 | $344K | Hold |
8,900
| – | – | 0.16% | 129 |
|
|
2019
Q2 | $3.46K | Buy |
8,900
+1,305
| +17% | +$507 | 0.14% | 127 |
|
|
2019
Q1 | $287K | Buy |
7,595
+630
| +9% | +$23.8K | 0.13% | 148 |
|
|
2018
Q4 | $231K | Buy |
6,965
+1,015
| +17% | +$33.7K | 0.14% | 139 |
|
|
2018
Q3 | $239K | Sell |
5,950
-2,120
| -26% | -$85.2K | 0.1% | 147 |
|
|
2018
Q2 | $314K | Sell |
8,070
-18,880
| -70% | -$735K | 0.15% | 133 |
|
|
2018
Q1 | $1.01M | Sell |
26,950
-435
| -2% | -$16.3K | 0.5% | 38 |
|
|
2017
Q4 | $1.01M | Buy |
27,385
+25
| +0.1% | +$919 | 0.62% | 31 |
|
|
2017
Q3 | $955K | Buy |
27,360
+13,005
| +91% | +$454K | 0.61% | 33 |
|
|
2017
Q2 | $531K | Sell |
14,355
-12,005
| -46% | -$444K | 0.34% | 72 |
|
|
2017
Q1 | $875K | Buy |
+26,360
| New | +$875K | 0.52% | 43 |
|