Graves Light Lenhart Wealth
IJS icon

Graves Light Lenhart Wealth’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Graves Light Lenhart Wealth’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.31M Sell
41,438
-178
-0.4% -$24.2K 0.5% 39
2026
Q2 		$5.69M Sell
41,616
-63
-0.2% -$8.13K 0.53% 39
2026
Q1 		$4.94M Buy
41,679
+422
+1% +$51K 0.51% 41
2025
Q4 		$4.69M Buy
41,257
+1,192
+3% +$134K 0.5% 42
2025
Q3 		$4.43M Sell
40,065
-571
-1% -$60.6K 0.49% 42
2025
Q2 		$4.04M Buy
40,636
+39
+0.1% +$3.68K 0.48% 44
2025
Q1 		$3.96M Sell
40,597
-52
-0.1% -$5.49K 0.49% 45
2024
Q4 		$4.41M Buy
40,649
+668
+2% +$74K 0.55% 42
2024
Q3 		$4.3M Buy
39,981
+189
+0.5% +$19.6K 0.53% 44
2024
Q2 		$3.83M Buy
39,792
+862
+2% +$84.7K 0.44% 50
2024
Q1 		$4M Buy
38,930
+4,061
+12% +$403K 0.46% 48
2023
Q4 		$3.59M Buy
34,869
+702
+2% +$64K 0.45% 50
2023
Q3 		$2.95M Buy
34,167
+1,352
+4% +$129K 0.4% 52
2023
Q2 		$3.12M Buy
32,815
+1,686
+5% +$154K 0.42% 53
2023
Q1 		$2.91M Buy
31,129
+758
+2% +$74.1K 0.45% 48
2022
Q4 		$2.77M Buy
30,371
+1,874
+7% +$173K 0.43% 51
2022
Q3 		$2.35M Sell
28,497
-2,300
-7% -$213K 0.39% 54
2022
Q2 		$2.74M Buy
30,797
+9,052
+42% +$868K 0.42% 53
2022
Q1 		$2.23M Buy
21,745
+8,481
+64% +$864K 0.31% 63
2021
Q4 		$1.39M Buy
13,264
+5,952
+81% +$624K 0.2% 71
2021
Q3 		$736K Buy
7,312
+6,169
+540% +$623K 0.12% 87
2021
Q2 		$121K Buy
+1,143
New +$119K 0.02% 245

Other funds holding IJS

Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Home Federal Bank of Tennessee
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return
CWM
Cordatus Wealth Management Newtown, Pennsylvania $451M AUM 19.2% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

Graves Light Lenhart Wealth reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.43% in Q3 2026, selling an estimated $24.2K and leaving 41,438 shares worth $5.31M. The position accounts for 0.5% of the portfolio, ranked #39.

Graves Light Lenhart Wealth first reported a position in IJS in Q2 2021 and has held it in 22 quarters since. The position peaked at $5.69M in Q2 2026. 249 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

  • Graves Light Lenhart Wealth held 41,438 shares of iShares S&P Small-Cap 600 Value ETF worth $5.31M as of Q3 2026.
  • Graves Light Lenhart Wealth sold 178 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $24.2K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.5% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #39 holding.
  • Graves Light Lenhart Wealth first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2021 and has held it in 22 quarters since.
  • Graves Light Lenhart Wealth's iShares S&P Small-Cap 600 Value ETF position peaked at $5.69M in Q2 2026.
  • 249 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

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