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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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
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
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 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. 471 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.
  • 471 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.