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iShares S&P SmallCap 600 Index shares owned by Melone Private Wealth

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Melone Private Wealth from 13F filings

Historical chart of Melone Private Wealth investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Melone Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Melone Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 28k 110.52
2023-12-31 $2.9M 27k 108.25

More positions owned by Melone Private Wealth

Wisdomtree Tr Us Midcap Divid (DON)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Nuveen Municipal Credit Com Sh Ben Int (NZF)
Wisdomtree Tr Us Total Dividnd (DTD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Spdr Ser Tr Portfolio Crport (SPBO)
Nuveen Mun High Income Opp F (NMZ)
Nuveen (NMCO)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Wisdomtree Tr Us Smallcap Divd (DES)

View all positions for Melone Private Wealth

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index