GLLW
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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
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 		$5.17M 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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

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

Graves Light Lenhart Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 1% in Q2 2026, selling an estimated $70.6K and leaving 9,499 shares worth $7.11M. The position accounts for 0.66% of the portfolio, ranked #35.

Graves Light Lenhart Wealth first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Graves Light Lenhart Wealth held 9,499 shares of iShares Core S&P 500 ETF worth $7.11M as of Q2 2026.
  • Graves Light Lenhart Wealth sold 97 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $70.6K.
  • iShares Core S&P 500 ETF made up 0.66% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #35 holding.
  • Graves Light Lenhart Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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