iShares S&P MidCap 400 Value Index shares owned by Meridian Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Meridian Wealth Management
from 13F filings
Historical chart of Meridian Wealth Management investment in iShares S&P MidCap 400 Value Index
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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Meridian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $277k | 2.3k | 118.26 |
| 2023-12-31 | $266k | 2.3k | 114.04 |
| 2023-09-30 | $466k | 4.6k | 100.94 |
| 2023-06-30 | $361k | 3.4k | 107.12 |
| 2023-03-31 | $530k | 5.2k | 102.77 |
| 2022-12-31 | $514k | 5.1k | 100.79 |
| 2022-09-30 | $541k | 6.0k | 90.05 |
| 2022-06-30 | $1.0M | 11k | 94.40 |
| 2022-03-31 | $518k | 4.7k | 109.70 |
| 2021-12-31 | $566k | 5.1k | 110.59 |
| 2021-09-30 | $521k | 5.1k | 103.11 |
| 2021-06-30 | $709k | 6.7k | 105.33 |
| 2021-03-31 | $685k | 6.7k | 101.87 |
| 2020-12-31 | $664k | 7.7k | 86.19 |
| 2020-09-30 | $668k | 5.0k | 134.73 |
| 2019-12-31 | $402k | 2.4k | 170.34 |
| 2019-09-30 | $319k | 2.0k | 159.90 |
| 2019-06-30 | $3.2M | 2.0k | 1594.49 |
| 2019-03-31 | $3.1M | 2.0k | 1569.92 |
| 2018-12-31 | $305k | 2.2k | 138.13 |
| 2018-06-30 | $421k | 2.6k | 161.86 |
| 2017-06-30 | $356k | 2.4k | 148.46 |
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