Meristem Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $114M | Sell |
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|
2021
Q4 | $129M | Buy |
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|
2021
Q3 | $112M | Buy |
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|
2021
Q2 | $68.4M | Buy |
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|
2021
Q1 | $55.5M | Buy |
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|
2020
Q4 | $41.7M | Buy |
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|
2020
Q3 | $25.6M | Buy |
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|
2020
Q2 | $24.3M | Buy |
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|
2020
Q1 | $19.4M | Buy |
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|
2019
Q4 | $28.5M | Buy |
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|
2019
Q3 | $26.2M | Buy |
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|
2019
Q2 | $25.1M | Sell |
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|
2019
Q1 | $25.1M | Sell |
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|
2018
Q4 | $23.3M | Sell |
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|
2018
Q3 | $30.1M | Sell |
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|
2018
Q2 | $29.4M | Buy |
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|
2018
Q1 | $26.9M | Buy |
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|
2017
Q4 | $26.3M | Sell |
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|
2017
Q3 | $25.5M | Buy |
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|
2017
Q2 | $23.7M | Sell |
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|
2017
Q1 | $24.4M | Buy |
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|
2016
Q4 | $23.2M | Buy |
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|
2016
Q3 | $20M | Buy |
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|
2016
Q2 | $18.2M | Buy |
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|
2016
Q1 | $16M | Buy |
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|
2015
Q4 | $15.5M | Buy |
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|
2015
Q3 | $13.9M | Buy |
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|
2015
Q2 | $14.6M | Buy |
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|
2015
Q1 | $13.7M | Buy |
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|
2014
Q4 | $11.9M | Sell |
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|
2014
Q3 | $11M | Buy |
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|
2014
Q2 | $7.47M | Buy |
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|
2014
Q1 | $852K | Hold |
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|
2013
Q4 | $844K | Hold |
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|
2013
Q3 | $772K | Buy |
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|
2013
Q2 | $677K | Buy |
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