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

Melone Private Wealth’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.9M	Sell	114,038 -1,105	-1%	-$152K	6.44%	3
2026 Q1	$14.3M	Buy	115,143 +6,550	+6%	+$832K	5.85%	5
2025 Q4	$13.1M	Buy	108,593 +49,792	+85%	+$5.95M	5.54%	5
2025 Q3	$6.99M	Buy	58,801 +10,992	+23%	+$1.26M	3.17%	10
2025 Q2	$5.23M	Buy	47,809 +1,976	+4%	+$204K	2.68%	15
2025 Q1	$4.79M	Buy	45,833 +4,272	+10%	+$482K	2.51%	15
2024 Q4	$4.79M	Buy	41,561 +11,003	+36%	+$1.31M	2.48%	16
2024 Q3	$3.57M	Buy	30,558 +1,280	+4%	+$145K	1.9%	18
2024 Q2	$3.12M	Buy	29,278 +1,561	+6%	+$167K	1.85%	18
2024 Q1	$3.06M	Buy	27,717 +666	+2%	+$70.7K	1.84%	18
2023 Q4	$2.93M	Buy	+27,051	New	+$2.61M	1.86%	18

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Melone Private Wealth's IJR Position: Q2 2026 in Review

Melone Private Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.96% in Q2 2026, selling an estimated $152K and leaving 114,038 shares worth $16.9M. The position accounts for 6.44% of the portfolio, ranked #3.

Melone Private Wealth first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Melone Private Wealth held 114,038 shares of iShares Core S&P Small-Cap ETF worth $16.9M as of Q2 2026.
Melone Private Wealth sold 1,105 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $152K.
iShares Core S&P Small-Cap ETF made up 6.44% of Melone Private Wealth's portfolio in Q2 2026, its #3 holding.
Melone Private Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.