HGWM
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Horst & Graben Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Horst & Graben Wealth Management’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$695K Buy
5,648
+392
+7% +$47.3K 0.09% 114
2026
Q1 		$631K Buy
5,256
+320
+6% +$36.3K 0.09% 111
2025
Q4 		$584K Buy
4,936
+656
+15% +$77.7K 0.09% 106
2025
Q3 		$501K Hold
4,280
– – 0.08% 112
2025
Q2 		$454K Sell
4,280
-24
-0.6% -$2.29K 0.08% 106
2025
Q1 		$388K Sell
4,304
-196
-4% -$19.3K 0.07% 112
2024
Q4 		$452K Buy
4,500
+1,892
+73% +$186K 0.08% 96
2024
Q3 		$245K Sell
2,608
-1,592
-38% -$144K 0.04% 132
2024
Q2 		$383K Sell
4,200
-12
-0.3% -$1.02K 0.07% 98
2024
Q1 		$355K Sell
4,212
-40
-0.9% -$3.22K 0.07% 100
2023
Q4 		$322K Sell
4,252
-540
-11% -$38.2K 0.07% 97
2023
Q3 		$319K Hold
4,792
– – 0.08% 102
2023
Q2 		$330K Buy
4,792
+4
+0.1% +$254 0.08% 95
2023
Q1 		$292K Sell
4,788
-1,028
-18% -$59.2K 0.07% 100
2022
Q4 		$312K Buy
5,816
+16
+0.3% +$880 0.08% 100
2022
Q3 		$305K Buy
5,800
+176
+3% +$10.3K 0.09% 94
2022
Q2 		$307K Sell
5,624
-204
-4% -$12.2K 0.08% 104
2022
Q1 		$405K Buy
5,828
+8
+0.1% +$546 0.1% 90
2021
Q4 		$445K Sell
5,820
-8
-0.1% -$593 0.11% 87
2021
Q3 		$399K Sell
5,828
-436
-7% -$30.8K 0.11% 93
2021
Q2 		$425K Buy
6,264
+4
+0.1% +$258 0.12% 87
2021
Q1 		$380K Buy
6,260
+8
+0.1% +$487 0.12% 97
2020
Q4 		$377K Buy
6,252
+4
+0.1% +$228 0.13% 83
2020
Q3 		$339K Sell
6,248
-324
-5% -$17.1K 0.13% 86
2020
Q2 		$315K Sell
6,572
-588
-8% -$25.9K 0.14% 75
2020
Q1 		$270K Buy
+7,160
New +$309K 0.14% 73

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Horst & Graben Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 7.5% in Q2 2026, buying an estimated $47.3K and bringing the position to 5,648 shares worth $695K. The position accounts for 0.09% of the portfolio, ranked #114.

Horst & Graben Wealth Management first reported a position in IWF in Q1 2020 and has held it in 26 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Horst & Graben Wealth Management held 5,648 shares of iShares Russell 1000 Growth ETF worth $695K as of Q2 2026.
  • Horst & Graben Wealth Management bought 392 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $47.3K.
  • iShares Russell 1000 Growth ETF made up 0.09% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Horst & Graben Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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