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 Q3	$1.4M	Sell	3,244 -61	-2%	-$26.4K	0.13%	70
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

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

SMWM

Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

Graves Light Lenhart Wealth's IWV Position: Q3 2026 in Review

Graves Light Lenhart Wealth reduced its iShares Russell 3000 ETF (IWV) stake by 1.8% in Q3 2026, selling an estimated $26.4K and leaving 3,244 shares worth $1.4M. The position accounts for 0.13% of the portfolio, ranked #70.

Graves Light Lenhart Wealth first reported a position in IWV in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.48M in Q2 2024. 46 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

Graves Light Lenhart Wealth held 3,244 shares of iShares Russell 3000 ETF worth $1.4M as of Q3 2026.
Graves Light Lenhart Wealth sold 61 iShares Russell 3000 ETF shares in Q3 2026, an estimated $26.4K.
iShares Russell 3000 ETF made up 0.13% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #70 holding.
Graves Light Lenhart Wealth first reported a position in iShares Russell 3000 ETF in Q4 2018 and has held it in 32 quarters since.
Graves Light Lenhart Wealth's iShares Russell 3000 ETF position peaked at $1.48M in Q2 2024.
46 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.