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 Q3	$15.9M	Buy	116,782 +2,744	+2%	+$397K	6.23%	4
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 $84.4B AUM 20.16% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Melone Private Wealth's IJR Position: Q3 2026 in Review

Melone Private Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.4% in Q3 2026, buying an estimated $397K and bringing the position to 116,782 shares worth $15.9M. The position accounts for 6.23% of the portfolio, ranked #4.

Melone Private Wealth first reported a position in IJR in Q4 2023 and has held it in 12 quarters since. The position peaked at $16.9M in Q2 2026. 1,405 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Melone Private Wealth held 116,782 shares of iShares Core S&P Small-Cap ETF worth $15.9M as of Q3 2026.
Melone Private Wealth bought 2,744 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $397K.
iShares Core S&P Small-Cap ETF made up 6.23% of Melone Private Wealth's portfolio in Q3 2026, its #4 holding.
Melone Private Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Melone Private Wealth's iShares Core S&P Small-Cap ETF position peaked at $16.9M in Q2 2026.
1,405 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Melone Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.