Graves Light Lenhart Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.41M	Buy	3,305 +61	+2%	+$25.1K	0.13%	72
2026 Q1	$1.2M	Sell	3,244 -256	-7%	-$99K	0.13%	73
2025 Q4	$1.35M	Hold	3,500	–	–	0.14%	72
2025 Q3	$1.33M	Hold	3,500	–	–	0.15%	73
2025 Q2	$1.23M	Sell	3,500 -500	-13%	-$162K	0.15%	74
2025 Q1	$1.27M	Hold	4,000	–	–	0.16%	71
2024 Q4	$1.34M	Hold	4,000	–	–	0.17%	71
2024 Q3	$1.31M	Sell	4,000 -776	-16%	-$244K	0.16%	74
2024 Q2	$1.48M	Hold	4,776	–	–	0.17%	73
2024 Q1	$1.43M	Hold	4,776	–	–	0.17%	72
2023 Q4	$1.31M	Hold	4,776	–	–	0.16%	77
2023 Q3	$1.17M	Hold	4,776	–	–	0.16%	76
2023 Q2	$1.22M	Hold	4,776	–	–	0.16%	81
2023 Q1	$1.12M	Hold	4,776	–	–	0.17%	77
2022 Q4	$1.05M	Hold	4,776	–	–	0.16%	80
2022 Q3	$989K	Hold	4,776	–	–	0.16%	79
2022 Q2	$1.04M	Hold	4,776	–	–	0.16%	78
2022 Q1	$1.25M	Hold	4,776	–	–	0.17%	74
2021 Q4	$1.32M	Hold	4,776	–	–	0.19%	72
2021 Q3	$1.22M	Hold	4,776	–	–	0.19%	67
2021 Q2	$1.22M	Hold	4,776	–	–	0.2%	66
2021 Q1	$1.13M	Hold	4,776	–	–	0.19%	67
2020 Q4	$1.07M	Hold	4,776	–	–	0.2%	68
2020 Q3	$935K	Hold	4,776	–	–	0.21%	69
2020 Q2	$860K	Hold	4,776	–	–	0.2%	71
2020 Q1	$708K	Hold	4,776	–	–	0.19%	72
2019 Q4	$900K	Hold	4,776	–	–	0.19%	73
2019 Q3	$848K	Hold	4,776	–	–	0.19%	75
2019 Q2	$823K	Hold	4,776	–	–	0.2%	73
2019 Q1	$796K	Hold	4,776	–	–	0.2%	71
2018 Q4	$702K	Buy	+4,776	New	+$759K	0.21%	71

Other funds holding IWV

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

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

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

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

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

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

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

Graves Light Lenhart Wealth increased its iShares Russell 3000 ETF (IWV) stake by 1.9% in Q2 2026, buying an estimated $25.1K and bringing the position to 3,305 shares worth $1.41M. The position accounts for 0.13% of the portfolio, ranked #72.

Graves Light Lenhart Wealth first reported a position in IWV in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.48M in Q2 2024. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Graves Light Lenhart Wealth held 3,305 shares of iShares Russell 3000 ETF worth $1.41M as of Q2 2026.
Graves Light Lenhart Wealth bought 61 iShares Russell 3000 ETF shares in Q2 2026, an estimated $25.1K.
iShares Russell 3000 ETF made up 0.13% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #72 holding.
Graves Light Lenhart Wealth first reported a position in iShares Russell 3000 ETF in Q4 2018 and has held it in 31 quarters since.
Graves Light Lenhart Wealth's iShares Russell 3000 ETF position peaked at $1.48M in Q2 2024.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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