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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
Q3 		$43.4M Buy
318,810
+8,200
+3% +$1.19M 4.06% 4
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

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 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

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

Graves Light Lenhart Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.6% in Q3 2026, buying an estimated $1.19M and bringing the position to 318,810 shares worth $43.4M. The position accounts for 4.06% of the portfolio, ranked #4.

Graves Light Lenhart Wealth first reported a position in IJR in Q4 2018 and has held it in 32 quarters since. The position peaked at $46.1M in Q2 2026. 184 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Graves Light Lenhart Wealth held 318,810 shares of iShares Core S&P Small-Cap ETF worth $43.4M as of Q3 2026.
  • Graves Light Lenhart Wealth bought 8,200 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $1.19M.
  • iShares Core S&P Small-Cap ETF made up 4.06% of Graves Light Lenhart Wealth's portfolio in Q3 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 32 quarters since.
  • Graves Light Lenhart Wealth's iShares Core S&P Small-Cap ETF position peaked at $46.1M in Q2 2026.
  • 184 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

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