Lee-Kelleher Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Lee-Kelleher Wealth Management’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	$1.89M	Buy	14,743 +409	+3%	+$55.5K	0.97%	19
2026 Q2	$1.96M	Hold	14,334	–	–	1.02%	19
2026 Q1	$1.7M	Buy	14,334 +184	+1%	+$22.2K	1.01%	19
2025 Q4	$1.61M	Hold	14,150	–	–	0.96%	19
2025 Q3	$1.56M	Buy	14,150 +2	+0%	+$212	0.96%	18
2025 Q2	$1.41M	Hold	14,148	–	–	0.94%	18
2025 Q1	$1.38M	Hold	14,148	–	–	1.01%	18
2024 Q4	$1.54M	Buy	+14,148	New	+$1.57M	1.09%	18

Other funds holding IJS

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

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

Lee-Kelleher Wealth Management's IJS Position: Q3 2026 in Review

Lee-Kelleher Wealth Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 2.9% in Q3 2026, buying an estimated $55.5K and bringing the position to 14,743 shares worth $1.89M. The position accounts for 0.97% of the portfolio, ranked #19.

Lee-Kelleher Wealth Management first reported a position in IJS in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.96M in Q2 2026. 278 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Lee-Kelleher Wealth Management held 14,743 shares of iShares S&P Small-Cap 600 Value ETF worth $1.89M as of Q3 2026.
Lee-Kelleher Wealth Management bought 409 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $55.5K.
iShares S&P Small-Cap 600 Value ETF made up 0.97% of Lee-Kelleher Wealth Management's portfolio in Q3 2026, its #19 holding.
Lee-Kelleher Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 8 quarters since.
Lee-Kelleher Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $1.96M in Q2 2026.
278 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.