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Horst & Graben Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Horst & Graben Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.9M Buy
18,580
+109
+0.6% +$79.4K 1.83% 16
2026
Q1 		$13.3M Buy
18,471
+114
+0.6% +$77.8K 1.82% 19
2025
Q4 		$12.6M Sell
18,357
-111
-0.6% -$75.4K 1.9% 17
2025
Q3 		$12.4M Sell
18,468
-200
-1% -$129K 1.89% 17
2025
Q2 		$11.6M Sell
18,668
-2,796
-13% -$1.61M 1.92% 17
2025
Q1 		$12.1M Buy
21,464
+829
+4% +$490K 2.16% 12
2024
Q4 		$12.1M Buy
20,635
+2
+0% +$1.18K 2.16% 15
2024
Q3 		$11.9M Buy
20,633
+591
+3% +$329K 2.14% 16
2024
Q2 		$11M Buy
20,042
+6,610
+49% +$3.48M 2.1% 15
2024
Q1 		$7.06M Buy
13,432
+2,382
+22% +$1.19M 1.44% 17
2023
Q4 		$5.28M Buy
11,050
+9,185
+492% +$4.11M 1.16% 19
2023
Q3 		$801K Buy
1,865
+1
+0.1% +$447 0.2% 51
2023
Q2 		$831K Buy
1,864
+368
+25% +$155K 0.2% 51
2023
Q1 		$615K Sell
1,496
-21
-1% -$8.42K 0.15% 63
2022
Q4 		$583K Buy
1,517
+15
+1% +$5.79K 0.15% 70
2022
Q3 		$539K Buy
1,502
+68
+5% +$27.2K 0.15% 70
2022
Q2 		$544K Buy
1,434
+233
+19% +$95.8K 0.15% 73
2022
Q1 		$545K Buy
1,201
+561
+88% +$251K 0.13% 78
2021
Q4 		$305K Buy
640
+161
+34% +$74.2K 0.08% 106
2021
Q3 		$206K Sell
479
-21
-4% -$9.31K 0.06% 126
2021
Q2 		$215K Sell
500
-27
-5% -$11.3K 0.06% 125
2021
Q1 		$210K Buy
+527
New +$204K 0.07% 121
2020
Q4 		– Sell
-678
Closed -$228K – 116
2020
Q3 		$228K Buy
+678
New +$226K 0.09% 102

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Horst & Graben Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.59% in Q2 2026, buying an estimated $79.4K and bringing the position to 18,580 shares worth $13.9M. The position accounts for 1.83% of the portfolio, ranked #16.

Horst & Graben Wealth Management first reported a position in IVV in Q3 2020 and has held it in 23 quarters since. 2,384 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Horst & Graben Wealth Management held 18,580 shares of iShares Core S&P 500 ETF worth $13.9M as of Q2 2026.
  • Horst & Graben Wealth Management bought 109 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $79.4K.
  • iShares Core S&P 500 ETF made up 1.83% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Horst & Graben Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 23 quarters since.
  • 2,384 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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