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 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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 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

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

MBI

May Barnhard Investments Bethesda, Maryland $247M AUM 24.53% 1-Year Est. Return

Lee-Kelleher Wealth Management's IJS Position: Q2 2026 in Review

Lee-Kelleher Wealth Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 14,334 shares worth $1.96M. The position accounts for 1.02% of the portfolio, ranked #19.

Lee-Kelleher Wealth Management first reported a position in IJS in Q4 2024 and has held it in 7 quarters since. 210 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Lee-Kelleher Wealth Management held 14,334 shares of iShares S&P Small-Cap 600 Value ETF worth $1.96M as of Q2 2026.
Lee-Kelleher Wealth Management left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 1.02% of Lee-Kelleher Wealth Management's portfolio in Q2 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 7 quarters since.
210 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.