Meridian Wealth Management’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 | $6.71M | Sell |
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|
2025
Q2 | $6.23M | Sell |
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|
2025
Q1 | $6.11M | Sell |
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|
2024
Q4 | $7.25M | Buy |
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|
2024
Q3 | $7.2M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $5.78M | Sell |
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|
2023
Q4 | $6.58M | Sell |
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|
2023
Q3 | $8.65M | Buy |
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|
2023
Q2 | $4.18M | Sell |
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|
2023
Q1 | $4.39M | Sell |
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|
2022
Q4 | $4.66M | Sell |
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|
2022
Q3 | $4.34M | Sell |
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|
2022
Q2 | $4.79M | Buy |
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|
2022
Q1 | $4.56M | Buy |
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|
2021
Q4 | $4.21M | Buy |
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|
2021
Q3 | $3.29M | Sell |
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|
2021
Q2 | $3.58M | Buy |
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|
2021
Q1 | $3.24M | Buy |
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|
2020
Q4 | $2.72M | Buy |
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|
2020
Q3 | $640K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.62K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $502K | Sell |
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|
2018
Q1 | $533K | Sell |
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|
2017
Q4 | $581K | Buy |
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|
2017
Q3 | $579K | Sell |
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|
2017
Q2 | $630K | Sell |
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|
2017
Q1 | $1.28M | Buy |
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|
2016
Q4 | $975K | Buy |
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