GLLW
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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
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

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Graves Light Lenhart Wealth reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.15% in Q2 2026, selling an estimated $8.13K and leaving 41,616 shares worth $5.69M. The position accounts for 0.53% of the portfolio, ranked #39.

Graves Light Lenhart Wealth first reported a position in IJS in Q2 2021 and has held it in 21 quarters since. 159 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Graves Light Lenhart Wealth held 41,616 shares of iShares S&P Small-Cap 600 Value ETF worth $5.69M as of Q2 2026.
  • Graves Light Lenhart Wealth sold 63 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $8.13K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.53% of Graves Light Lenhart Wealth's portfolio in Q2 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 21 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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