Meridian Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $640K | Buy |
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|
2025
Q2 | $235K | Buy |
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|
2025
Q1 | $227K | Buy |
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|
2024
Q4 | $234K | Buy |
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|
2024
Q3 | $231K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $277K | Buy |
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|
2023
Q4 | $266K | Sell |
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|
2023
Q3 | $466K | Buy |
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|
2023
Q2 | $361K | Sell |
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|
2023
Q1 | $530K | Buy |
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|
2022
Q4 | $514K | Sell |
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|
2022
Q3 | $541K | Sell |
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|
2022
Q2 | $1M | Buy |
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|
2022
Q1 | $518K | Sell |
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|
2021
Q4 | $566K | Buy |
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|
2021
Q3 | $521K | Sell |
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|
2021
Q2 | $709K | Buy |
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|
2021
Q1 | $685K | Sell |
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|
2020
Q4 | $664K | Sell |
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|
2020
Q3 | $668K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $402K | Buy |
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|
2019
Q3 | $319K | Hold |
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|
2019
Q2 | $3.18K | Buy |
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|
2019
Q1 | $312K | Sell |
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|
2018
Q4 | $305K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $421K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $356K | Buy |
|