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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$616K	Hold	4,964	–	–	0.06%	112
2026 Q1	$529K	Hold	4,964	–	–	0.06%	112
2025 Q4	$587K	Sell	4,964 -284	-5%	-$33.6K	0.06%	107
2025 Q3	$615K	Buy	5,248 +1,896	+57%	+$211K	0.07%	107
2025 Q2	$356K	Hold	3,352	–	–	0.04%	131
2025 Q1	$303K	Hold	3,352	–	–	0.04%	141
2024 Q4	$337K	Hold	3,352	–	–	0.04%	133
2024 Q3	$315K	Hold	3,352	–	–	0.04%	143
2024 Q2	$308K	Hold	3,352	–	–	0.04%	144
2024 Q1	$282K	Hold	3,352	–	–	0.03%	155
2023 Q4	$254K	Sell	3,352 -448	-12%	-$31.7K	0.03%	158
2023 Q3	$258K	Sell	3,800 -720	-16%	-$49.7K	0.04%	151
2023 Q2	$311K	Hold	4,520	–	–	0.04%	142
2023 Q1	$276K	Hold	4,520	–	–	0.04%	135
2022 Q4	$242K	Hold	4,520	–	–	0.04%	146
2022 Q3	$238K	Hold	4,520	–	–	0.04%	149
2022 Q2	$247K	Hold	4,520	–	–	0.04%	154
2022 Q1	$314K	Hold	4,520	–	–	0.04%	141
2021 Q4	$345K	Hold	4,520	–	–	0.05%	139
2021 Q3	$310K	Hold	4,520	–	–	0.05%	136
2021 Q2	$307K	Hold	4,520	–	–	0.05%	138
2021 Q1	$275K	Hold	4,520	–	–	0.05%	148
2020 Q4	$272K	Hold	4,520	–	–	0.05%	139
2020 Q3	$245K	Hold	4,520	–	–	0.05%	135
2020 Q2	$217K	Buy	+4,520	New	+$199K	0.05%	141
2020 Q1	–	Sell	-5,100	Closed	-$224K	–	165
2019 Q4	$224K	Hold	5,100	–	–	0.05%	155
2019 Q3	$209K	Buy	+5,100	New	+$204K	0.05%	160

Other funds holding IWF

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

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

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

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

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

Graves Light Lenhart Wealth held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 4,964 shares worth $616K. The position accounts for 0.06% of the portfolio, ranked #112.

Graves Light Lenhart Wealth first reported a position in IWF in Q3 2019 and has held it in 27 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Graves Light Lenhart Wealth held 4,964 shares of iShares Russell 1000 Growth ETF worth $616K as of Q2 2026.
Graves Light Lenhart Wealth left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.06% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #112 holding.
Graves Light Lenhart Wealth first reported a position in iShares Russell 1000 Growth ETF in Q3 2019 and has held it in 27 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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