iShares S&P SmallCap 600 Index shares owned by Meridian Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Meridian Wealth Management
from 13F filings
Historical chart of Meridian Wealth Management 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 Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.8M | 52k | 110.52 |
| 2023-12-31 | $6.6M | 61k | 108.25 |
| 2023-09-30 | $8.6M | 92k | 94.33 |
| 2023-06-30 | $4.2M | 42k | 99.65 |
| 2023-03-31 | $4.4M | 45k | 96.70 |
| 2022-12-31 | $4.7M | 49k | 94.64 |
| 2022-09-30 | $4.3M | 50k | 87.18 |
| 2022-06-30 | $4.8M | 52k | 92.41 |
| 2022-03-31 | $4.6M | 42k | 107.87 |
| 2021-12-31 | $4.2M | 37k | 114.52 |
| 2021-09-30 | $3.3M | 30k | 109.20 |
| 2021-06-30 | $3.6M | 32k | 112.97 |
| 2021-03-31 | $3.2M | 30k | 108.54 |
| 2020-12-31 | $2.7M | 30k | 91.88 |
| 2020-09-30 | $640k | 9.1k | 70.19 |
| 2019-06-30 | $1.6M | 2.1k | 782.50 |
| 2019-03-31 | $551k | 715 | 770.63 |
| 2018-06-30 | $502k | 6.0k | 83.40 |
| 2018-03-31 | $533k | 6.9k | 77.03 |
| 2017-12-31 | $581k | 7.8k | 74.51 |
| 2017-09-30 | $579k | 7.8k | 74.27 |
| 2017-06-30 | $630k | 9.0k | 70.08 |
| 2017-03-31 | $1.3M | 1.3M | 1.00 |
| 2016-12-31 | $975k | 7.5k | 130.26 |
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