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iShares S&P SmallCap 600 Index shares owned by Meridian Financial

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

Historical chart of Meridian Financial 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 Financial consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.0M 68k 116.96
2024-06-30 $7.2M 68k 106.66
2024-03-31 $7.4M 67k 110.52
2023-12-31 $7.2M 67k 108.25
2023-09-30 $6.2M 65k 94.33
2023-06-30 $6.5M 65k 99.65
2023-03-31 $6.3M 65k 96.70
2022-12-31 $6.1M 65k 94.64
2022-09-30 $5.6M 65k 87.19
2022-06-30 $5.8M 63k 92.41
2022-03-31 $6.7M 62k 107.88
2021-12-31 $7.1M 62k 114.51

More positions owned by Meridian Financial

Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Small Cp Etf (VB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Meridian Financial

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
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Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index