Graves Light Lenhart Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.3M	Sell	25,154 -193	-0.8%	-$76.5K	0.96%	25
2026 Q1	$9.04M	Sell	25,347 -150	-0.6%	-$55.9K	0.94%	25
2025 Q4	$9.52M	Sell	25,497 -195	-0.8%	-$72.2K	1.01%	25
2025 Q3	$9.39M	Sell	25,692 -8,165	-24%	-$2.88M	1.04%	24
2025 Q2	$11.5M	Sell	33,857 -216	-0.6%	-$67.8K	1.37%	21
2025 Q1	$10.5M	Sell	34,073 -30	-0.1%	-$9.7K	1.28%	22
2024 Q4	$11M	Hold	34,103	–	–	1.37%	19
2024 Q3	$10.7M	Sell	34,103 -8,517	-20%	-$2.58M	1.32%	18
2024 Q2	$12.7M	Hold	42,620	–	–	1.45%	18
2024 Q1	$12.3M	Hold	42,620	–	–	1.42%	19
2023 Q4	$11.2M	Sell	42,620 -129	-0.3%	-$31.6K	1.39%	19
2023 Q3	$10.1M	Hold	42,749	–	–	1.37%	17
2023 Q2	$10.4M	Buy	+42,749	New	+$9.84M	1.41%	18
2023 Q1	–	Sell	-42,749	Closed	-$9M	–	195
2022 Q4	$9M	Hold	42,749	–	–	1.38%	20
2022 Q3	$8.44M	Hold	42,749	–	–	1.41%	20
2022 Q2	$8.88M	Hold	42,749	–	–	1.36%	18
2022 Q1	$10.7M	Hold	42,749	–	–	1.49%	19
2021 Q4	$11.3M	Hold	42,749	–	–	1.61%	18
2021 Q3	$10.3M	Hold	42,749	–	–	1.63%	19
2021 Q2	$10.3M	Hold	42,749	–	–	1.66%	17
2021 Q1	$9.57M	Hold	42,749	–	–	1.64%	17
2020 Q4	$9.06M	Hold	42,749	–	–	1.69%	18
2020 Q3	$8M	Hold	42,749	–	–	1.77%	17
2020 Q2	$7.34M	Hold	42,749	–	–	1.72%	17
2020 Q1	$6.05M	Hold	42,749	–	–	1.63%	18
2019 Q4	$7.63M	Hold	42,749	–	–	1.6%	18
2019 Q3	$7.18M	Sell	42,749 -73	-0.2%	-$12K	1.58%	19
2019 Q2	$6.97M	Buy	42,822 +100	+0.2%	+$16K	1.67%	18
2019 Q1	$6.72M	Hold	42,722	–	–	1.71%	18
2018 Q4	$5.92M	Buy	+42,722	New	+$6.39M	1.74%	18

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Graves Light Lenhart Wealth reduced its iShares Russell 1000 ETF (IWB) stake by 0.76% in Q2 2026, selling an estimated $76.5K and leaving 25,154 shares worth $10.3M. The position accounts for 0.96% of the portfolio, ranked #25.

Graves Light Lenhart Wealth first reported a position in IWB in Q4 2018 and has held it in 30 quarters since. The position peaked at $12.7M in Q2 2024. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Graves Light Lenhart Wealth held 25,154 shares of iShares Russell 1000 ETF worth $10.3M as of Q2 2026.
Graves Light Lenhart Wealth sold 193 iShares Russell 1000 ETF shares in Q2 2026, an estimated $76.5K.
iShares Russell 1000 ETF made up 0.96% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #25 holding.
Graves Light Lenhart Wealth first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 30 quarters since.
Graves Light Lenhart Wealth's iShares Russell 1000 ETF position peaked at $12.7M in Q2 2024.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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