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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
2024-09-30 $3.6M 31k 116.96
2024-06-30 $3.1M 29k 106.66
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)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Nuveen Municipal Credit Com Sh Ben Int (NZF)
Wisdomtree Tr Us Total Dividnd (DTD)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Nuveen Mun High Income Opp F (NMZ)
Spdr Ser Tr Portfolio Crport (SPBO)
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
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index