GLLW
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Graves Light Lenhart Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Graves Light Lenhart Wealth’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$40.1M Buy
556,969
+26,060
+5% +$1.97M 3.75% 5
2026
Q2 		$40.9M Buy
530,909
+20,896
+4% +$1.53M 3.82% 5
2026
Q1 		$34.4M Buy
510,013
+15,538
+3% +$1.08M 3.58% 6
2025
Q4 		$32.6M Buy
494,475
+14,419
+3% +$945K 3.46% 6
2025
Q3 		$31.3M Sell
480,056
-11,331
-2% -$728K 3.48% 6
2025
Q2 		$30.5M Buy
491,387
+1,222
+0.2% +$71.7K 3.63% 5
2025
Q1 		$28.6M Buy
490,165
+8,733
+2% +$542K 3.51% 5
2024
Q4 		$30M Buy
481,432
+5,459
+1% +$350K 3.73% 6
2024
Q3 		$29.7M Sell
475,973
-46,034
-9% -$2.78M 3.65% 5
2024
Q2 		$30.3M Buy
522,007
+9,853
+2% +$579K 3.46% 6
2024
Q1 		$31.1M Buy
512,154
+28,289
+6% +$1.6M 3.6% 5
2023
Q4 		$26.8M Buy
483,865
+7,145
+1% +$362K 3.33% 7
2023
Q3 		$23.3M Buy
476,720
+17,665
+4% +$926K 3.17% 9
2023
Q2 		$24M Buy
459,055
+14,925
+3% +$742K 3.24% 10
2023
Q1 		$22.2M Buy
444,130
+17,780
+4% +$906K 3.44% 10
2022
Q4 		$20.6M Buy
426,350
+22,500
+6% +$1.09M 3.17% 11
2022
Q3 		$17.7M Buy
403,850
+22,755
+6% +$1.1M 2.95% 12
2022
Q2 		$17.2M Buy
381,095
+19,310
+5% +$953K 2.63% 12
2022
Q1 		$19.4M Buy
361,785
+57,900
+19% +$3.08M 2.71% 10
2021
Q4 		$17.2M Buy
303,885
+28,120
+10% +$1.57M 2.45% 11
2021
Q3 		$14.5M Buy
275,765
+19,885
+8% +$1.07M 2.29% 12
2021
Q2 		$13.8M Buy
255,880
+11,085
+5% +$598K 2.21% 11
2021
Q1 		$12.7M Buy
244,795
+2,725
+1% +$136K 2.18% 12
2020
Q4 		$11.1M Buy
242,070
+3,250
+1% +$137K 2.07% 14
2020
Q3 		$8.85M Buy
238,820
+49,680
+26% +$1.86M 1.96% 16
2020
Q2 		$6.73M Buy
189,140
+43,450
+30% +$1.44M 1.58% 19
2020
Q1 		$4.19M Sell
145,690
-675
-0.5% -$25.1K 1.13% 26
2019
Q4 		$6.03M Sell
146,365
-250
-0.2% -$9.91K 1.27% 25
2019
Q3 		$5.73M Buy
146,615
+4,110
+3% +$158K 1.26% 25
2019
Q2 		$5.54M Buy
142,505
+1,045
+0.7% +$40.1K 1.32% 26
2019
Q1 		$5.36M Buy
141,460
+2,950
+2% +$109K 1.36% 24
2018
Q4 		$4.6M Buy
+138,510
New +$5.05M 1.35% 25

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Graves Light Lenhart Wealth's IJH Position: Q3 2026 in Review

Graves Light Lenhart Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.9% in Q3 2026, buying an estimated $1.97M and bringing the position to 556,969 shares worth $40.1M. The position accounts for 3.75% of the portfolio, ranked #5.

Graves Light Lenhart Wealth first reported a position in IJH in Q4 2018 and has held it in 32 quarters since. The position peaked at $40.9M in Q2 2026. 168 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Graves Light Lenhart Wealth held 556,969 shares of iShares Core S&P Mid-Cap ETF worth $40.1M as of Q3 2026.
  • Graves Light Lenhart Wealth bought 26,060 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $1.97M.
  • iShares Core S&P Mid-Cap ETF made up 3.75% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #5 holding.
  • Graves Light Lenhart Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 32 quarters since.
  • Graves Light Lenhart Wealth's iShares Core S&P Mid-Cap ETF position peaked at $40.9M in Q2 2026.
  • 168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.