Graves Light Lenhart Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Graves Light Lenhart 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 Q2	$46.1M	Buy	310,610 +7,913	+3%	+$1.09M	4.3%	4
2026 Q1	$37.6M	Buy	302,697 +9,780	+3%	+$1.24M	3.92%	4
2025 Q4	$35.2M	Buy	292,917 +9,020	+3%	+$1.08M	3.73%	5
2025 Q3	$33.7M	Sell	283,897 -4,302	-1%	-$495K	3.74%	5
2025 Q2	$31.5M	Buy	288,199 +4,898	+2%	+$506K	3.75%	4
2025 Q1	$29.6M	Buy	283,301 +4,683	+2%	+$528K	3.64%	4
2024 Q4	$32.1M	Buy	278,618 +3,597	+1%	+$430K	3.99%	4
2024 Q3	$32.2M	Sell	275,021 -47,117	-15%	-$5.32M	3.96%	4
2024 Q2	$34.1M	Buy	322,138 +3,821	+1%	+$409K	3.9%	5
2024 Q1	$35.2M	Buy	318,317 +12,653	+4%	+$1.34M	4.08%	4
2023 Q4	$33.1M	Sell	305,664 -3,702	-1%	-$357K	4.11%	4
2023 Q3	$28.5M	Buy	309,366 +8,761	+3%	+$875K	3.87%	5
2023 Q2	$30M	Buy	300,605 +4,705	+2%	+$448K	4.05%	5
2023 Q1	$28.6M	Buy	295,900 +12,547	+4%	+$1.25M	4.43%	5
2022 Q4	$26.8M	Buy	283,353 +15,963	+6%	+$1.53M	4.12%	5
2022 Q3	$23.3M	Buy	267,390 +22,243	+9%	+$2.16M	3.89%	8
2022 Q2	$22.7M	Buy	245,147 +25,905	+12%	+$2.58M	3.46%	8
2022 Q1	$23.7M	Buy	219,242 +33,561	+18%	+$3.62M	3.3%	8
2021 Q4	$21.3M	Buy	185,681 +37,242	+25%	+$4.24M	3.02%	9
2021 Q3	$16.2M	Buy	148,439 +29,017	+24%	+$3.2M	2.56%	11
2021 Q2	$13.5M	Buy	119,422 +6,362	+6%	+$710K	2.16%	13
2021 Q1	$12.3M	Buy	113,060 +3,576	+3%	+$374K	2.1%	13
2020 Q4	$10.1M	Buy	109,484 +14,537	+15%	+$1.19M	1.88%	16
2020 Q3	$6.67M	Buy	94,947 +12,488	+15%	+$895K	1.48%	20
2020 Q2	$5.63M	Buy	82,459 +26,859	+48%	+$1.7M	1.32%	23
2020 Q1	$3.12M	Buy	55,600 +3,824	+7%	+$285K	0.84%	36
2019 Q4	$4.34M	Sell	51,776 -98	-0.2%	-$7.88K	0.91%	36
2019 Q3	$4.12M	Buy	51,874 +1,772	+4%	+$137K	0.91%	36
2019 Q2	$3.92M	Hold	50,102	–	–	0.94%	34
2019 Q1	$3.87M	Sell	50,102 -1,205	-2%	-$92.5K	0.98%	32
2018 Q4	$3.56M	Buy	+51,307	New	+$3.97M	1.04%	29

Other funds holding IJR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Graves Light Lenhart Wealth's IJR Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.6% in Q2 2026, buying an estimated $1.09M and bringing the position to 310,610 shares worth $46.1M. The position accounts for 4.3% of the portfolio, ranked #4.

Graves Light Lenhart Wealth first reported a position in IJR in Q4 2018 and has held it in 31 quarters since. 1,535 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Graves Light Lenhart Wealth held 310,610 shares of iShares Core S&P Small-Cap ETF worth $46.1M as of Q2 2026.
Graves Light Lenhart Wealth bought 7,913 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.09M.
iShares Core S&P Small-Cap ETF made up 4.3% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #4 holding.
Graves Light Lenhart Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
1,535 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.