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iShares S&P SmallCap 600 Index shares owned by Melfa Wealth Management

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

Historical chart of Melfa Wealth Management 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 Melfa Wealth Management 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 Melfa Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $517k 4.4k 118.83
2025-06-30 $469k 4.3k 109.28
2025-03-31 $446k 4.3k 104.57
2024-12-31 $506k 4.4k 115.21
2024-09-30 $505k 4.3k 116.97
2024-06-30 $459k 4.3k 106.65
2024-03-31 $443k 4.0k 110.52

More positions owned by Melfa Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Putnam Mun Opportunities Tr Sh Ben Int (PMO)
Apple (AAPL)
Eaton Vance Muni Income Trus Sh Ben Int (EVN)
Blackrock Income Tr Com New (BKT)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ge Aerospace Com New (GE)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Meta Platforms Cl A (META)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Blackrock Muniyield Insured Fund (MYI)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Melfa Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index