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Graves Light Lenhart Wealth’s iShares Russell 2000 Value ETF IWN Stock Holding History

Graves Light Lenhart Wealth’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.95M Sell
8,797
-92
-1% -$19.3K 0.18% 64
2026
Q1 		$1.69M Sell
8,889
-44
-0.5% -$8.52K 0.18% 67
2025
Q4 		$1.62M Sell
8,933
-105
-1% -$18.9K 0.17% 67
2025
Q3 		$1.6M Hold
9,038
– – 0.18% 69
2025
Q2 		$1.43M Sell
9,038
-1,440
-14% -$214K 0.17% 70
2025
Q1 		$1.58M Sell
10,478
-272
-3% -$43.9K 0.19% 64
2024
Q4 		$1.76M Hold
10,750
– – 0.22% 65
2024
Q3 		$1.79M Sell
10,750
-3,559
-25% -$578K 0.22% 66
2024
Q2 		$2.16M Hold
14,309
– – 0.25% 60
2024
Q1 		$2.27M Sell
14,309
-8,575
-37% -$1.3M 0.26% 57
2023
Q4 		$3.55M Hold
22,884
– – 0.44% 51
2023
Q3 		$3.02M Sell
22,884
-425
-2% -$60.9K 0.41% 50
2023
Q2 		$3.28M Sell
23,309
-981
-4% -$133K 0.44% 51
2023
Q1 		$3.33M Sell
24,290
-80
-0.3% -$11.6K 0.52% 44
2022
Q4 		$3.38M Sell
24,370
-204
-0.8% -$28.8K 0.52% 46
2022
Q3 		$3.17M Sell
24,574
-328
-1% -$47.4K 0.53% 45
2022
Q2 		$3.39M Sell
24,902
-2,937
-11% -$437K 0.52% 48
2022
Q1 		$4.49M Sell
27,839
-2,265
-8% -$361K 0.63% 45
2021
Q4 		$5M Sell
30,104
-90
-0.3% -$15K 0.71% 39
2021
Q3 		$4.84M Sell
30,194
-2,120
-7% -$341K 0.76% 37
2021
Q2 		$5.36M Buy
32,314
+1,200
+4% +$198K 0.86% 36
2021
Q1 		$4.96M Buy
31,114
+158
+0.5% +$23.9K 0.85% 35
2020
Q4 		$4.08M Buy
30,956
+318
+1% +$37.5K 0.76% 38
2020
Q3 		$3.04M Buy
30,638
+725
+2% +$73.6K 0.67% 42
2020
Q2 		$2.92M Buy
29,913
+1,016
+4% +$92.4K 0.68% 43
2020
Q1 		$2.37M Sell
28,897
-3,715
-11% -$417K 0.64% 44
2019
Q4 		$4.19M Buy
32,612
+13,425
+70% +$1.66M 0.88% 38
2019
Q3 		$2.35M Buy
+19,187
New +$2.27M 0.52% 52
2019
Q2 		– Sell
-21,895
Closed -$2.63M – 165
2019
Q1 		$2.63M Buy
21,895
+1,775
+9% +$212K 0.67% 49
2018
Q4 		$2.16M Buy
+20,120
New +$2.42M 0.63% 46

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Graves Light Lenhart Wealth reduced its iShares Russell 2000 Value ETF (IWN) stake by 1% in Q2 2026, selling an estimated $19.3K and leaving 8,797 shares worth $1.95M. The position accounts for 0.18% of the portfolio, ranked #64.

Graves Light Lenhart Wealth first reported a position in IWN in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.36M in Q2 2021. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Graves Light Lenhart Wealth held 8,797 shares of iShares Russell 2000 Value ETF worth $1.95M as of Q2 2026.
  • Graves Light Lenhart Wealth sold 92 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $19.3K.
  • iShares Russell 2000 Value ETF made up 0.18% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #64 holding.
  • Graves Light Lenhart Wealth first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and has held it in 30 quarters since.
  • Graves Light Lenhart Wealth's iShares Russell 2000 Value ETF position peaked at $5.36M in Q2 2021.
  • 1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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