Horst & Graben Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.37M	Sell	5,797 -11	-0.2%	-$4.36K	0.31%	50
2026 Q1	$2.27M	Sell	5,808 -124	-2%	-$46.2K	0.31%	49
2025 Q4	$2.22M	Sell	5,932 -7	-0.1%	-$2.59K	0.33%	45
2025 Q3	$2.17M	Buy	5,939 +1	+0%	+$352	0.33%	48
2025 Q2	$2.02M	Buy	5,938 +2,314	+64%	+$726K	0.33%	48
2025 Q1	$1.11M	Buy	3,624 +300	+9%	+$97K	0.2%	65
2024 Q4	$1.07M	Buy	3,324 +11	+0.3%	+$3.56K	0.19%	59
2024 Q3	$1.04M	Buy	3,313 +46	+1%	+$13.9K	0.19%	58
2024 Q2	$972K	Buy	3,267 +315	+11%	+$90.4K	0.19%	59
2024 Q1	$850K	Sell	2,952 -7	-0.2%	-$1.92K	0.17%	63
2023 Q4	$776K	Buy	2,959 +167	+6%	+$40.9K	0.17%	61
2023 Q3	$656K	Sell	2,792 -711	-20%	-$174K	0.16%	58
2023 Q2	$854K	Buy	3,503 +9	+0.3%	+$2.07K	0.2%	50
2023 Q1	$787K	Sell	3,494 -98	-3%	-$21.6K	0.2%	54
2022 Q4	$756K	Sell	3,592 -44	-1%	-$9.31K	0.2%	57
2022 Q3	$717K	Sell	3,636 -1	-0%	-$219	0.2%	60
2022 Q2	$756K	Buy	3,637 +3	+0.1%	+$678	0.21%	60
2022 Q1	$909K	Buy	3,634 +11	+0.3%	+$2.72K	0.22%	53
2021 Q4	$958K	Buy	3,623 +2	+0.1%	+$515	0.24%	56
2021 Q3	$875K	Hold	3,621	–	–	0.24%	51
2021 Q2	$876K	Buy	3,621 +325	+10%	+$76.6K	0.24%	52
2021 Q1	$738K	Buy	3,296 +338	+11%	+$74K	0.23%	59
2020 Q4	$627K	Buy	2,958 +175	+6%	+$34.9K	0.22%	54
2020 Q3	$521K	Buy	2,783 +31	+1%	+$5.73K	0.2%	58
2020 Q2	$472K	Buy	2,752 +3	+0.1%	+$485	0.21%	59
2020 Q1	$389K	Buy	+2,749	New	+$465K	0.2%	59

Other funds holding IWB

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

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

Horst & Graben Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 0.19% in Q2 2026, selling an estimated $4.36K and leaving 5,797 shares worth $2.37M. The position accounts for 0.31% of the portfolio, ranked #50.

Horst & Graben Wealth Management first reported a position in IWB in Q1 2020 and has held it in 26 quarters since. 480 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Horst & Graben Wealth Management held 5,797 shares of iShares Russell 1000 ETF worth $2.37M as of Q2 2026.
Horst & Graben Wealth Management sold 11 iShares Russell 1000 ETF shares in Q2 2026, an estimated $4.36K.
iShares Russell 1000 ETF made up 0.31% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #50 holding.
Horst & Graben Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 26 quarters since.
480 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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