ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

Graves Light Lenhart Wealth, Inc.'s Holding History (CIK: 0001759803)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 13,020 Value ($000) $2,761 Avg Close Range
Q3 2025
Shares 13,019 Value ($000) $2,689 Avg Close Range
Q2 2025
Shares 12,044 Value ($000) $2,354 Avg Close Range
Q1 2025
Shares 12,044 Value ($000) $2,295 Avg Close Range
Q4 2024
Shares 12,044 Value ($000) $2,299 Avg Close Range
Q3 2024
Shares 19,089 Value ($000) $3,764 Avg Close Range
Q2 2024
Shares 19,323 Value ($000) $3,499 Avg Close Range
Q1 2024
Shares 19,541 Value ($000) $3,650 Avg Close Range
Q4 2023
Shares 21,721 Value ($000) $3,777 Avg Close Range
Q3 2023
Shares 21,721 Value ($000) $3,326 Avg Close Range
Q2 2023
Shares 21,721 Value ($000) $3,501 Avg Close Range
Q1 2023
Shares 22,831 Value ($000) $3,465 Avg Close Range
Q4 2022
Shares 36,633 Value ($000) $5,314 Avg Close Range
Q3 2022
Shares 37,889 Value ($000) $4,869 Avg Close Range
Q2 2022
Shares 38,389 Value ($000) $5,277 Avg Close Range
Q1 2022
Shares 38,885 Value ($000) $6,055 Avg Close Range
Q4 2021
Shares 33,697 Value ($000) $5,278 Avg Close Range
Q3 2021
Shares 30,831 Value ($000) $4,483 Avg Close Range
Q2 2021
Shares 20,184 Value ($000) $2,980 Avg Close Range
Q1 2021
Shares 19,712 Value ($000) $2,784 Avg Close Range
Q4 2020
Shares 19,311 Value ($000) $2,472 Avg Close Range
Q3 2020
Shares 17,014 Value ($000) $1,913 Avg Close Range
Q2 2020
Shares 15,488 Value ($000) $1,676 Avg Close Range
Q1 2020
Shares 15,512 Value ($000) $1,493 Avg Close Range
Q4 2019
Shares 16,347 Value ($000) $2,127 Avg Close Range
Q3 2019
Shares 16,347 Value ($000) $1,999 Avg Close Range
Q2 2019
Shares 16,019 Value ($000) $1,867 Avg Close Range
Q1 2019
Shares 15,234 Value ($000) $1,717 Avg Close Range
Q4 2018
Shares 14,070 Value ($000) $1,423 Avg Close Range