HGWM
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Horst & Graben Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Horst & Graben Wealth Management’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.41M Buy
16,622
+23
+0.1% +$3.17K 0.32% 49
2026
Q1 		$2.26M Buy
16,599
+183
+1% +$24.8K 0.31% 50
2025
Q4 		$2.25M Buy
16,416
+216
+1% +$30.2K 0.34% 44
2025
Q3 		$2.31M Sell
16,200
-119
-0.7% -$16.8K 0.35% 47
2025
Q2 		$2.26M Sell
16,319
-116
-0.7% -$14.7K 0.37% 46
2025
Q1 		$1.93M Sell
16,435
-234
-1% -$30.1K 0.35% 45
2024
Q4 		$2.11M Sell
16,669
-1,429
-8% -$182K 0.38% 41
2024
Q3 		$2.12M Sell
18,098
-539
-3% -$60.3K 0.38% 37
2024
Q2 		$2.06M Sell
18,637
-455
-2% -$50K 0.39% 37
2024
Q1 		$2.18M Sell
19,092
-1,496
-7% -$162K 0.44% 34
2023
Q4 		$2.15M Sell
20,588
-4,279
-17% -$406K 0.47% 36
2023
Q3 		$2.27M Buy
24,867
+5,953
+31% +$569K 0.56% 32
2023
Q2 		$1.83M Sell
18,914
-654
-3% -$59.6K 0.44% 30
2023
Q1 		$1.78M Sell
19,568
-33,806
-63% -$3.02M 0.44% 32
2022
Q4 		$4.46M Sell
53,374
-4,365
-8% -$367K 1.17% 18
2022
Q3 		$4.53M Buy
57,739
+4,761
+9% +$410K 1.28% 19
2022
Q2 		$4.2M Sell
52,978
-1,134
-2% -$98.8K 1.14% 21
2022
Q1 		$5.44M Sell
54,112
-4,896
-8% -$488K 1.33% 17
2021
Q4 		$6.8M Sell
59,008
-4,977
-8% -$580K 1.7% 18
2021
Q3 		$7.17M Sell
63,985
-25
-0% -$2.88K 1.98% 16
2021
Q2 		$7.25M Buy
+64,010
New +$6.84M 2.02% 14

Other funds holding IWP

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Horst & Graben Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.14% in Q2 2026, buying an estimated $3.17K and bringing the position to 16,622 shares worth $2.41M. The position accounts for 0.32% of the portfolio, ranked #49.

Horst & Graben Wealth Management first reported a position in IWP in Q2 2021 and has held it in 21 quarters since. The position peaked at $7.25M in Q2 2021. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Horst & Graben Wealth Management held 16,622 shares of iShares Russell Mid-Cap Growth ETF worth $2.41M as of Q2 2026.
  • Horst & Graben Wealth Management bought 23 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $3.17K.
  • iShares Russell Mid-Cap Growth ETF made up 0.32% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Horst & Graben Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • Horst & Graben Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $7.25M in Q2 2021.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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