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
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Meridian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $699k | 5.9k | 118.82 |
| 2025-06-30 | $629k | 5.8k | 109.28 |
| 2025-03-31 | $601k | 5.7k | 104.56 |
| 2024-12-31 | $736k | 6.4k | 115.21 |
| 2024-09-30 | $559k | 4.8k | 116.97 |
| 2024-06-30 | $217k | 2.0k | 106.65 |
| 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 |
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