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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$332K	Hold	1,362	–	–	0.04%	155
2026 Q1	$310K	Hold	1,362	–	–	0.04%	151
2025 Q4	$287K	Sell	1,362 -17	-1%	-$3.51K	0.04%	146
2025 Q3	$281K	Hold	1,379	–	–	0.04%	146
2025 Q2	$268K	Buy	1,379 +19	+1%	+$3.52K	0.04%	140
2025 Q1	$256K	Sell	1,360 -60	-4%	-$11.4K	0.05%	130
2024 Q4	$263K	Sell	1,420 -143	-9%	-$27.4K	0.05%	128
2024 Q3	$297K	Buy	1,563 +191	+14%	+$34.8K	0.05%	117
2024 Q2	$239K	Sell	1,372 -2	-0.1%	-$350	0.05%	129
2024 Q1	$246K	Sell	1,374 -169	-11%	-$28.6K	0.05%	126
2023 Q4	$255K	Buy	+1,543	New	+$238K	0.06%	115

Other funds holding IWD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Horst & Graben Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,362 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #155.

Horst & Graben Wealth Management first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Horst & Graben Wealth Management held 1,362 shares of iShares Russell 1000 Value ETF worth $332K as of Q2 2026.
Horst & Graben Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.04% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #155 holding.
Horst & Graben Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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