Graves Light Lenhart Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Graves Light Lenhart Wealth’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.12M	Sell	37,256 -945	-2%	-$125K	0.48%	41
2026 Q1	$4.32M	Sell	38,201 -469	-1%	-$56.4K	0.45%	42
2025 Q4	$4.77M	Sell	38,670 -1,419	-4%	-$174K	0.51%	41
2025 Q3	$4.84M	Sell	40,089 -4,600	-10%	-$529K	0.54%	40
2025 Q2	$4.92M	Sell	44,689 -1,639	-4%	-$162K	0.59%	39
2025 Q1	$4.3M	Sell	46,328 -49	-0.1%	-$4.94K	0.53%	41
2024 Q4	$4.71M	Sell	46,377 -1,811	-4%	-$181K	0.59%	39
2024 Q3	$4.61M	Sell	48,188 -4,076	-8%	-$376K	0.57%	41
2024 Q2	$4.87M	Sell	52,264 -708	-1%	-$61K	0.56%	43
2024 Q1	$4.47M	Sell	52,972 -5,446	-9%	-$438K	0.52%	46
2023 Q4	$4.39M	Sell	58,418 -142	-0.2%	-$10.1K	0.55%	44
2023 Q3	$4.06M	Sell	58,560 -2,858	-5%	-$202K	0.55%	44
2023 Q2	$4.33M	Sell	61,418 -162	-0.3%	-$10.7K	0.58%	43
2023 Q1	$3.93M	Sell	61,580 -7,345	-11%	-$449K	0.61%	39
2022 Q4	$4.03M	Sell	68,925 -347	-0.5%	-$20.8K	0.62%	40
2022 Q3	$4.01M	Sell	69,272 -15,454	-18%	-$1M	0.67%	36
2022 Q2	$5.11M	Sell	84,726 -417	-0.5%	-$27.6K	0.78%	32
2022 Q1	$6.5M	Buy	85,143 +30,182	+55%	+$2.27M	0.91%	30
2021 Q4	$4.6M	Buy	54,961 +3,108	+6%	+$250K	0.65%	44
2021 Q3	$3.83M	Buy	51,853 +10,605	+26%	+$808K	0.61%	45
2021 Q2	$3M	Sell	41,248 -84	-0.2%	-$5.81K	0.48%	50
2021 Q1	$2.69M	Sell	41,332 -80	-0.2%	-$5.17K	0.46%	51
2020 Q4	$2.64M	Buy	41,412 +6,244	+18%	+$379K	0.49%	48
2020 Q3	$2.03M	Sell	35,168 -1,300	-4%	-$73.6K	0.45%	51
2020 Q2	$1.89M	Buy	36,468 +3,408	+10%	+$163K	0.44%	53
2020 Q1	$1.36M	Buy	33,060 +620	+2%	+$29.3K	0.37%	62
2019 Q4	$1.57M	Hold	32,440	–	–	0.33%	63
2019 Q3	$1.49M	Buy	32,440 +3,056	+10%	+$138K	0.33%	63
2019 Q2	$1.32M	Buy	29,384 +1,740	+6%	+$76.5K	0.32%	64
2019 Q1	$1.19M	Buy	27,644 +1,780	+7%	+$72.9K	0.3%	63
2018 Q4	$974K	Buy	+25,864	New	+$1.05M	0.29%	65

Other funds holding IVW

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

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

Graves Light Lenhart Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.5% in Q2 2026, selling an estimated $125K and leaving 37,256 shares worth $5.12M. The position accounts for 0.48% of the portfolio, ranked #41.

Graves Light Lenhart Wealth first reported a position in IVW in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.5M in Q1 2022. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Graves Light Lenhart Wealth held 37,256 shares of iShares S&P 500 Growth ETF worth $5.12M as of Q2 2026.
Graves Light Lenhart Wealth sold 945 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $125K.
iShares S&P 500 Growth ETF made up 0.48% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #41 holding.
Graves Light Lenhart Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 31 quarters since.
Graves Light Lenhart Wealth's iShares S&P 500 Growth ETF position peaked at $6.5M in Q1 2022.
425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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