Horst & Graben Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Horst & Graben Wealth Management’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30M	Sell	131,689 -23,451	-15%	-$5.24M	3.95%	6
2026 Q1	$34.1M	Buy	155,140 +5,057	+3%	+$1.09M	4.68%	4
2025 Q4	$31.9M	Buy	150,083 +44,089	+42%	+$9.24M	4.81%	4
2025 Q3	$21.9M	Buy	105,994 +4,368	+4%	+$877K	3.34%	9
2025 Q2	$19.9M	Buy	101,626 +7,050	+7%	+$1.31M	3.29%	9
2025 Q1	$18M	Buy	94,576 +23,968	+34%	+$4.64M	3.23%	9
2024 Q4	$13.5M	Buy	70,608 +1,191	+2%	+$236K	2.4%	13
2024 Q3	$13.7M	Buy	69,417 +1,557	+2%	+$296K	2.46%	13
2024 Q2	$12.4M	Buy	67,860 +710	+1%	+$129K	2.36%	12
2024 Q1	$12.5M	Buy	+67,150	New	+$11.9M	2.55%	14

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Horst & Graben Wealth Management's IVE Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 15% in Q2 2026, selling an estimated $5.24M and leaving 131,689 shares worth $30M. The position accounts for 3.95% of the portfolio, ranked #6.

Horst & Graben Wealth Management first reported a position in IVE in Q1 2024 and has held it in 10 quarters since. The position peaked at $34.1M in Q1 2026. 1,762 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Horst & Graben Wealth Management held 131,689 shares of iShares S&P 500 Value ETF worth $30M as of Q2 2026.
Horst & Graben Wealth Management sold 23,451 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $5.24M.
iShares S&P 500 Value ETF made up 3.95% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #6 holding.
Horst & Graben Wealth Management first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
Horst & Graben Wealth Management's iShares S&P 500 Value ETF position peaked at $34.1M in Q1 2026.
1,762 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.