Meridian Wealth Partners’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-400	Closed	-$31K	–	649
2021 Q1	$31K	Hold	400	–	–	0.01%	215
2020 Q4	$29K	Hold	400	–	–	0.01%	178
2020 Q3	$24K	Hold	400	–	–	0.01%	188
2020 Q2	$22K	Buy	+400	New	+$20.8K	0.01%	187
2020 Q1	–	Sell	-400	Closed	-$24K	–	201
2019 Q4	$24K	Buy	+400	New	+$22.9K	0.02%	187

Other funds holding IJK

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

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

Meridian Wealth Partners sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2021, closing a stake of 400 shares — an estimated $31K sold.

Meridian Wealth Partners first reported a position in IJK in Q4 2019 and held it in 5 quarters. The position peaked at $31K in Q1 2021. 657 funds tracked by Wall St. Rank hold IJK as of Q2 2021.

Meridian Wealth Partners reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 400 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2021, an estimated $31K.
Meridian Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 5 quarters.
Meridian Wealth Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $31K in Q1 2021.
657 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2021.

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