Meridian Wealth Advisors »

iShares S&P SmallCap 600 Index shares owned by Meridian Wealth Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Meridian Wealth Advisors from 13F filings

Historical chart of Meridian Wealth Advisors investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Meridian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Meridian Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $251k 2.3k 110.53
2023-12-31 $246k 2.3k 108.26
2023-09-30 $214k 2.3k 94.34
2023-06-30 $226k 2.3k 99.66
2023-03-31 $220k 2.3k 96.71
2022-12-31 $869k 9.2k 94.64
2022-06-30 $206k 2.2k 92.25
2022-03-31 $241k 2.2k 107.97
2021-12-31 $256k 2.2k 114.70
2021-09-30 $244k 2.2k 109.42
2021-06-30 $252k 2.2k 113.06
2021-03-31 $242k 2.2k 108.57
2020-12-31 $109k 1.3k 84.17
2020-03-31 $236k 4.2k 56.04
2019-12-31 $389k 4.6k 83.75
2019-09-30 $385k 4.9k 77.86
2019-06-30 $387k 4.9k 78.26
2019-03-31 $409k 5.3k 77.24
2018-12-31 $367k 5.3k 69.31