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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Graves Light Lenhart Wealth reduced its iShares S&P 500 Value ETF (IVE) stake by 1.1% in Q2 2026, selling an estimated $31.3K and leaving 12,696 shares worth $2.88M. The position accounts for 0.27% of the portfolio, ranked #53.

Graves Light Lenhart Wealth first reported a position in IVE in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.05M in Q1 2022. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Graves Light Lenhart Wealth held 12,696 shares of iShares S&P 500 Value ETF worth $2.88M as of Q2 2026.
Graves Light Lenhart Wealth sold 140 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $31.3K.
iShares S&P 500 Value ETF made up 0.27% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #53 holding.
Graves Light Lenhart Wealth first reported a position in iShares S&P 500 Value ETF in Q4 2018 and has held it in 31 quarters since.
Graves Light Lenhart Wealth's iShares S&P 500 Value ETF position peaked at $6.05M in Q1 2022.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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