Meridian Wealth Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Meridian Wealth Partners’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,225	Closed	-$116K	–	648
2021 Q1	$116K	Hold	2,225	–	–	0.03%	102
2020 Q4	$102K	Hold	2,225	–	–	0.04%	100
2020 Q3	$82K	Hold	2,225	–	–	0.04%	102
2020 Q2	$79K	Hold	2,225	–	–	0.04%	102
2020 Q1	$64K	Hold	2,225	–	–	0.04%	106
2019 Q4	$92K	Buy	+2,225	New	+$88.2K	0.06%	98

Other funds holding IJH

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Meridian Wealth Partners's IJH Position: Q2 2021 in Review

Meridian Wealth Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2021, closing a stake of 2,225 shares — an estimated $116K sold.

Meridian Wealth Partners first reported a position in IJH in Q4 2019 and held it in 6 quarters. The position peaked at $116K in Q1 2021. 1,636 funds tracked by Wall St. Rank hold IJH as of Q2 2021.

Meridian Wealth Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 2,225 iShares Core S&P Mid-Cap ETF shares in Q2 2021, an estimated $116K.
Meridian Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and held it in 6 quarters.
Meridian Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $116K in Q1 2021.
1,636 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.