Graves Light Lenhart Wealth
IVV icon

Graves Light Lenhart Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Graves Light Lenhart Wealth’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.19M Sell
9,385
-114
-1% -$87K 0.67% 33
2026
Q2 		$7.11M Sell
9,499
-97
-1% -$70.6K 0.66% 35
2026
Q1 		$6.27M Sell
9,596
-59
-0.6% -$40.3K 0.65% 36
2025
Q4 		$6.61M Sell
9,655
-15
-0.2% -$10.2K 0.7% 35
2025
Q3 		$6.47M Sell
9,670
-1,374
-12% -$885K 0.72% 33
2025
Q2 		$6.86M Sell
11,044
-18
-0.2% -$10.3K 0.82% 30
2025
Q1 		$6.22M Sell
11,062
-11
-0.1% -$6.5K 0.76% 31
2024
Q4 		$6.52M Sell
11,073
-24
-0.2% -$14.2K 0.81% 31
2024
Q3 		$6.4M Sell
11,097
-11
-0.1% -$6.12K 0.79% 31
2024
Q2 		$6.09M Sell
11,108
-60
-0.5% -$31.6K 0.7% 36
2024
Q1 		$5.87M Sell
11,168
-49
-0.4% -$24.5K 0.68% 35
2023
Q4 		$5.36M Sell
11,217
-46
-0.4% -$20.6K 0.67% 38
2023
Q3 		$4.86M Hold
11,263
– – 0.66% 39
2023
Q2 		$5.02M Hold
11,263
– – 0.68% 37
2023
Q1 		$4.63M Sell
11,263
-353
-3% -$142K 0.72% 32
2022
Q4 		$4.46M Sell
11,616
-51
-0.4% -$19.7K 0.69% 35
2022
Q3 		$4.18M Sell
11,667
-118
-1% -$47.1K 0.7% 34
2022
Q2 		$4.47M Sell
11,785
-114
-1% -$46.9K 0.68% 38
2022
Q1 		$5.4M Buy
11,899
+189
+2% +$84.5K 0.75% 36
2021
Q4 		$5.59M Sell
11,710
-26
-0.2% -$12K 0.79% 34
2021
Q3 		$5.06M Sell
11,736
-1,218
-9% -$540K 0.8% 35
2021
Q2 		$5.57M Sell
12,954
-30
-0.2% -$12.6K 0.89% 35
2021
Q1 		$5.16M Buy
12,984
+969
+8% +$375K 0.89% 33
2020
Q4 		$4.51M Buy
12,015
+981
+9% +$349K 0.84% 34
2020
Q3 		$3.71M Buy
11,034
+695
+7% +$231K 0.82% 37
2020
Q2 		$3.2M Sell
10,339
-99
-0.9% -$29.1K 0.75% 40
2020
Q1 		$2.7M Sell
10,438
-525
-5% -$161K 0.73% 42
2019
Q4 		$3.54M Buy
10,963
+404
+4% +$125K 0.75% 42
2019
Q3 		$3.22M Buy
10,559
+551
+6% +$164K 0.71% 40
2019
Q2 		$2.95M Hold
10,008
– – 0.71% 43
2019
Q1 		$2.85M Buy
10,008
+251
+3% +$68.6K 0.73% 42
2018
Q4 		$2.46M Buy
+9,757
New +$2.65M 0.72% 40

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Graves Light Lenhart Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q3 2026, selling an estimated $87K and leaving 9,385 shares worth $7.19M. The position accounts for 0.67% of the portfolio, ranked #33.

Graves Light Lenhart Wealth first reported a position in IVV in Q4 2018 and has held it in 32 quarters since. 3,031 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Graves Light Lenhart Wealth held 9,385 shares of iShares Core S&P 500 ETF worth $7.19M as of Q3 2026.
  • Graves Light Lenhart Wealth sold 114 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $87K.
  • iShares Core S&P 500 ETF made up 0.67% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #33 holding.
  • Graves Light Lenhart Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 32 quarters since.
  • 3,031 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

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