Horst & Graben Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.2M	Buy	133,886 +2,706	+2%	+$274K	1.87%	15
2026 Q1	$12.9M	Sell	131,180 -1,732	-1%	-$165K	1.77%	20
2025 Q4	$12.2M	Buy	132,912 +15,862	+14%	+$1.42M	1.84%	19
2025 Q3	$10.3M	Sell	117,050 -928	-0.8%	-$79.6K	1.57%	20
2025 Q2	$9.93M	Sell	117,978 -1,471	-1%	-$118K	1.64%	19
2025 Q1	$9.82M	Sell	119,449 -8,464	-7%	-$696K	1.76%	18
2024 Q4	$10.1M	Buy	127,913 +2,287	+2%	+$188K	1.8%	18
2024 Q3	$10.2M	Sell	125,626 -30,382	-19%	-$2.37M	1.83%	18
2024 Q2	$11.7M	Sell	156,008 -11,241	-7%	-$841K	2.23%	13
2024 Q1	$12.8M	Sell	167,249 -33,185	-17%	-$2.4M	2.6%	12
2023 Q4	$14.1M	Buy	200,434 +15,225	+8%	+$1.01M	3.09%	10
2023 Q3	$12.1M	Sell	185,209 -2,123	-1%	-$144K	2.98%	11
2023 Q2	$12.6M	Sell	187,332 -11,953	-6%	-$786K	3.01%	13
2023 Q1	$13M	Sell	199,285 -38,450	-16%	-$2.52M	3.22%	10
2022 Q4	$15.4M	Sell	237,735 -7,799	-3%	-$498K	4.04%	8
2022 Q3	$14.2M	Sell	245,534 -11,248	-4%	-$715K	4.02%	6
2022 Q2	$15.9M	Sell	256,782 -5,782	-2%	-$381K	4.31%	7
2022 Q1	$18.3M	Sell	262,564 -36,966	-12%	-$2.56M	4.47%	6
2021 Q4	$21M	Sell	299,530 -26,212	-8%	-$1.79M	5.25%	4
2021 Q3	$21.4M	Sell	325,742 -11,245	-3%	-$756K	5.89%	3
2021 Q2	$22.4M	Sell	336,987 -147,659	-30%	-$9.79M	6.25%	3
2021 Q1	$30.9M	Sell	484,646 -97,072	-17%	-$5.9M	9.72%	1
2020 Q4	$33.7M	Sell	581,718 -72,333	-11%	-$3.95M	11.61%	1
2020 Q3	$33.4M	Sell	654,051 -139,145	-18%	-$7.14M	12.97%	1
2020 Q2	$38.7M	Buy	793,196 +10,308	+1%	+$498K	17%	1
2020 Q1	$34.5M	Buy	+782,888	New	+$42.1M	18.17%	1

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

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

Horst & Graben Wealth Management increased its iShares Russell Top 200 Value ETF (IWX) stake by 2.1% in Q2 2026, buying an estimated $274K and bringing the position to 133,886 shares worth $14.2M. The position accounts for 1.87% of the portfolio, ranked #15.

Horst & Graben Wealth Management first reported a position in IWX in Q1 2020 and has held it in 26 quarters since. The position peaked at $38.7M in Q2 2020. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Horst & Graben Wealth Management held 133,886 shares of iShares Russell Top 200 Value ETF worth $14.2M as of Q2 2026.
Horst & Graben Wealth Management bought 2,706 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $274K.
iShares Russell Top 200 Value ETF made up 1.87% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #15 holding.
Horst & Graben Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q1 2020 and has held it in 26 quarters since.
Horst & Graben Wealth Management's iShares Russell Top 200 Value ETF position peaked at $38.7M in Q2 2020.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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