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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-900	Closed	-$98K	–	650
2021 Q1	$98K	Hold	900	–	–	0.03%	115
2020 Q4	$83K	Hold	900	–	–	0.03%	104
2020 Q3	$63K	Hold	900	–	–	0.03%	115
2020 Q2	$61K	Hold	900	–	–	0.03%	116
2020 Q1	$50K	Sell	900 -395	-31%	-$29.4K	0.03%	121
2019 Q4	$109K	Buy	+1,295	New	+$104K	0.07%	84

Other funds holding IJR

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

Meridian Wealth Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2021, closing a stake of 900 shares — an estimated $98K sold.

Meridian Wealth Partners first reported a position in IJR in Q4 2019 and held it in 6 quarters. The position peaked at $109K in Q4 2019. 1,813 funds tracked by Wall St. Rank hold IJR as of Q2 2021.

Meridian Wealth Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 900 iShares Core S&P Small-Cap ETF shares in Q2 2021, an estimated $98K.
Meridian Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and held it in 6 quarters.
Meridian Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $109K in Q4 2019.
1,813 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2021.

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