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Graves Light Lenhart Wealth’s iShares S&P 500 Value ETF IVE Stock Holding History

Graves Light Lenhart Wealth’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.9M Buy
12,699
+3
+0% +$701 0.27% 51
2026
Q2 		$2.88M Sell
12,696
-140
-1% -$31.3K 0.27% 53
2026
Q1 		$2.71M Sell
12,836
-184
-1% -$39.8K 0.28% 53
2025
Q4 		$2.76M Buy
13,020
+1
+0% +$210 0.29% 52
2025
Q3 		$2.69M Buy
13,019
+975
+8% +$196K 0.3% 54
2025
Q2 		$2.35M Hold
12,044
– – 0.28% 57
2025
Q1 		$2.3M Hold
12,044
– – 0.28% 57
2024
Q4 		$2.3M Sell
12,044
-7,045
-37% -$1.4M 0.29% 57
2024
Q3 		$3.76M Sell
19,089
-234
-1% -$44.4K 0.46% 49
2024
Q2 		$3.5M Sell
19,323
-218
-1% -$39.7K 0.4% 52
2024
Q1 		$3.65M Sell
19,541
-2,180
-10% -$387K 0.42% 50
2023
Q4 		$3.78M Hold
21,721
– – 0.47% 48
2023
Q3 		$3.33M Hold
21,721
– – 0.45% 49
2023
Q2 		$3.5M Sell
21,721
-1,110
-5% -$171K 0.47% 49
2023
Q1 		$3.46M Sell
22,831
-13,802
-38% -$2.09M 0.54% 43
2022
Q4 		$5.31M Sell
36,633
-1,256
-3% -$179K 0.82% 34
2022
Q3 		$4.87M Sell
37,889
-500
-1% -$70.8K 0.81% 29
2022
Q2 		$5.28M Sell
38,389
-496
-1% -$73.2K 0.81% 31
2022
Q1 		$6.05M Buy
38,885
+5,188
+15% +$798K 0.84% 31
2021
Q4 		$5.28M Buy
33,697
+2,866
+9% +$436K 0.75% 38
2021
Q3 		$4.48M Buy
30,831
+10,647
+53% +$1.59M 0.71% 40
2021
Q2 		$2.98M Buy
20,184
+472
+2% +$69.5K 0.48% 51
2021
Q1 		$2.78M Buy
19,712
+401
+2% +$54K 0.48% 50
2020
Q4 		$2.47M Buy
19,311
+2,297
+14% +$278K 0.46% 50
2020
Q3 		$1.91M Buy
17,014
+1,526
+10% +$173K 0.42% 54
2020
Q2 		$1.68M Sell
15,488
-24
-0.2% -$2.55K 0.39% 57
2020
Q1 		$1.49M Sell
15,512
-835
-5% -$99.4K 0.4% 57
2019
Q4 		$2.13M Hold
16,347
– – 0.45% 54
2019
Q3 		$2M Buy
16,347
+328
+2% +$38.5K 0.44% 57
2019
Q2 		$1.87M Buy
16,019
+785
+5% +$89.9K 0.45% 55
2019
Q1 		$1.72M Buy
15,234
+1,164
+8% +$128K 0.44% 57
2018
Q4 		$1.42M Buy
+14,070
New +$1.54M 0.42% 56

Other funds holding IVE

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

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

Graves Light Lenhart Wealth increased its iShares S&P 500 Value ETF (IVE) stake by 0.02% in Q3 2026, buying an estimated $701 and bringing the position to 12,699 shares worth $2.9M. The position accounts for 0.27% of the portfolio, ranked #51.

Graves Light Lenhart Wealth first reported a position in IVE in Q4 2018 and has held it in 32 quarters since. The position peaked at $6.05M in Q1 2022. 95 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Graves Light Lenhart Wealth held 12,699 shares of iShares S&P 500 Value ETF worth $2.9M as of Q3 2026.
  • Graves Light Lenhart Wealth bought 3 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $701.
  • iShares S&P 500 Value ETF made up 0.27% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #51 holding.
  • Graves Light Lenhart Wealth first reported a position in iShares S&P 500 Value ETF in Q4 2018 and has held it in 32 quarters since.
  • Graves Light Lenhart Wealth's iShares S&P 500 Value ETF position peaked at $6.05M in Q1 2022.
  • 95 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

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