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Horst & Graben Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Horst & Graben Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.9M Sell
261,956
-475
-0.2% -$62.7K 4.72% 4
2026
Q1 		$34.2M Buy
262,431
+10,352
+4% +$1.25M 4.7% 3
2025
Q4 		$31.1M Buy
252,079
+3,240
+1% +$397K 4.69% 5
2025
Q3 		$30M Sell
248,839
-6,591
-3% -$758K 4.59% 5
2025
Q2 		$28.1M Sell
255,430
-33,484
-12% -$3.31M 4.66% 6
2025
Q1 		$26.8M Buy
288,914
+5,210
+2% +$525K 4.81% 6
2024
Q4 		$28.8M Sell
283,704
-18,185
-6% -$1.81M 5.13% 6
2024
Q3 		$28.9M Buy
301,889
+9,162
+3% +$846K 5.19% 6
2024
Q2 		$27.1M Buy
292,727
+113,653
+63% +$9.8M 5.18% 6
2024
Q1 		$15.1M Buy
179,074
+97,881
+121% +$7.86M 3.08% 9
2023
Q4 		$6.1M Buy
81,193
+6,764
+9% +$481K 1.34% 18
2023
Q3 		$5.09M Buy
74,429
+69,616
+1,446% +$4.93M 1.25% 19
2023
Q2 		$339K Buy
4,813
+4
+0.1% +$264 0.08% 93
2023
Q1 		$307K Buy
4,809
+4
+0.1% +$245 0.08% 97
2022
Q4 		$281K Buy
4,805
+4
+0.1% +$240 0.07% 108
2022
Q3 		$278K Buy
4,801
+3
+0.1% +$195 0.08% 101
2022
Q2 		$290K Buy
4,798
+3
+0.1% +$199 0.08% 109
2022
Q1 		$366K Buy
+4,795
New +$360K 0.09% 98

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Horst & Graben Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.18% in Q2 2026, selling an estimated $62.7K and leaving 261,956 shares worth $35.9M. The position accounts for 4.72% of the portfolio, ranked #4.

Horst & Graben Wealth Management first reported a position in IVW in Q1 2022 and has held it in 18 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Horst & Graben Wealth Management held 261,956 shares of iShares S&P 500 Growth ETF worth $35.9M as of Q2 2026.
  • Horst & Graben Wealth Management sold 475 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $62.7K.
  • iShares S&P 500 Growth ETF made up 4.72% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Horst & Graben Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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