Melone Private Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.99M Buy
2025
Q2
$5.23M Buy
2025
Q1
$4.79M Buy
2024
Q4
$4.79M Buy
2024
Q3
$3.57M Buy
2024
Q2
$3.12M Buy
2024
Q1
$3.06M Buy
2023
Q4
$2.93M Buy