Melone Private Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.23M | Buy |
47,809
+1,976
| +4% | +$216K | 2.68% | 15 |
|
|
2025
Q1 | $4.79M | Buy |
45,833
+4,272
| +10% | +$447K | 2.51% | 15 |
|
|
2024
Q4 | $4.79M | Buy |
41,561
+11,003
| +36% | +$1.27M | 2.48% | 16 |
|
|
2024
Q3 | $3.57M | Buy |
30,558
+1,280
| +4% | +$150K | 1.9% | 18 |
|
|
2024
Q2 | $3.12M | Buy |
29,278
+1,561
| +6% | +$166K | 1.85% | 18 |
|
|
2024
Q1 | $3.06M | Buy |
27,717
+666
| +2% | +$73.6K | 1.84% | 18 |
|
|
2023
Q4 | $2.93M | Buy |
+27,051
| New | +$2.93M | 1.86% | 18 |
|