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

Horst & Graben Wealth Management’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.22M Sell
13,469
-65
-0.5% -$10.3K 0.29% 57
2026
Q1 		$2.11M Sell
13,534
-119
-0.9% -$17.7K 0.29% 53
2025
Q4 		$1.93M Buy
13,653
+242
+2% +$33.8K 0.29% 48
2025
Q3 		$1.87M Buy
13,411
+79
+0.6% +$10.8K 0.29% 53
2025
Q2 		$1.76M Sell
13,332
-665
-5% -$83.4K 0.29% 53
2025
Q1 		$1.76M Sell
13,997
-318
-2% -$41.4K 0.32% 48
2024
Q4 		$1.85M Sell
14,315
-176
-1% -$23.6K 0.33% 44
2024
Q3 		$1.92M Sell
14,491
-457
-3% -$57.8K 0.34% 41
2024
Q2 		$1.8M Buy
14,948
+11
+0.1% +$1.34K 0.34% 41
2024
Q1 		$1.87M Sell
14,937
-421
-3% -$49.6K 0.38% 38
2023
Q4 		$1.79M Sell
15,358
-143
-0.9% -$15.2K 0.39% 38
2023
Q3 		$1.62M Buy
15,501
+4,941
+47% +$544K 0.4% 35
2023
Q2 		$1.16M Sell
10,560
-1,532
-13% -$161K 0.28% 38
2023
Q1 		$1.28M Sell
12,092
-15,041
-55% -$1.64M 0.32% 38
2022
Q4 		$2.86M Sell
27,133
-1,371
-5% -$144K 0.75% 27
2022
Q3 		$2.74M Buy
28,504
+840
+3% +$89.7K 0.78% 25
2022
Q2 		$2.81M Sell
27,664
-1,567
-5% -$175K 0.76% 26
2022
Q1 		$3.5M Sell
29,231
-3,578
-11% -$421K 0.85% 25
2021
Q4 		$4.01M Sell
32,809
-3,328
-9% -$397K 1% 27
2021
Q3 		$4.09M Buy
36,137
+246
+0.7% +$28.5K 1.13% 25
2021
Q2 		$4.13M Buy
+35,891
New +$4.12M 1.15% 24

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Horst & Graben Wealth Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.48% in Q2 2026, selling an estimated $10.3K and leaving 13,469 shares worth $2.22M. The position accounts for 0.29% of the portfolio, ranked #57.

Horst & Graben Wealth Management first reported a position in IWS in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.13M in Q2 2021. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Horst & Graben Wealth Management held 13,469 shares of iShares Russell Mid-Cap Value ETF worth $2.22M as of Q2 2026.
  • Horst & Graben Wealth Management sold 65 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $10.3K.
  • iShares Russell Mid-Cap Value ETF made up 0.29% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Horst & Graben Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2021 and has held it in 21 quarters since.
  • Horst & Graben Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $4.13M in Q2 2021.
  • 1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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