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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

MWM

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 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. 197 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.
197 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.