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IWY icon

Horst & Graben Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Horst & Graben Wealth Management’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.1M Buy
69,778
+10,954
+19% +$3.09M 2.64% 10
2026
Q1 		$16.5M Buy
58,824
+1,301
+2% +$345K 2.27% 14
2025
Q4 		$15.9M Sell
57,523
-650
-1% -$180K 2.4% 14
2025
Q3 		$15.9M Sell
58,173
-1,716
-3% -$444K 2.43% 14
2025
Q2 		$14.8M Sell
59,889
-7,589
-11% -$1.69M 2.44% 13
2025
Q1 		$14.2M Sell
67,478
-8,975
-12% -$2.06M 2.55% 11
2024
Q4 		$18M Sell
76,453
-3,962
-5% -$910K 3.2% 10
2024
Q3 		$17.7M Sell
80,415
-9,704
-11% -$2.06M 3.18% 11
2024
Q2 		$19.3M Buy
90,119
+521
+0.6% +$104K 3.69% 9
2024
Q1 		$17.5M Sell
89,598
-19,614
-18% -$3.67M 3.56% 8
2023
Q4 		$19.1M Buy
109,212
+7,952
+8% +$1.31M 4.2% 8
2023
Q3 		$15.6M Buy
101,260
+571
+0.6% +$91.1K 3.83% 9
2023
Q2 		$16M Sell
100,689
-3,304
-3% -$482K 3.81% 8
2023
Q1 		$14.4M Sell
103,993
-4,901
-5% -$636K 3.58% 8
2022
Q4 		$13.1M Sell
108,894
-3,536
-3% -$439K 3.43% 9
2022
Q3 		$13.4M Sell
112,430
-4,433
-4% -$595K 3.81% 7
2022
Q2 		$14.6M Buy
116,863
+9,746
+9% +$1.34M 3.97% 8
2022
Q1 		$17M Sell
107,117
-13,975
-12% -$2.18M 4.16% 8
2021
Q4 		$21M Sell
121,092
-14,538
-11% -$2.42M 5.25% 3
2021
Q3 		$20.7M Sell
135,630
-8,264
-6% -$1.3M 5.71% 4
2021
Q2 		$21.7M Sell
143,894
-58,284
-29% -$8.34M 6.05% 4
2021
Q1 		$27.2M Sell
202,178
-35,874
-15% -$4.81M 8.56% 2
2020
Q4 		$31.7M Sell
238,052
-16,900
-7% -$2.13M 10.92% 2
2020
Q3 		$30.9M Sell
254,952
-34,338
-12% -$4.04M 12.01% 2
2020
Q2 		$30.8M Sell
289,290
-13,888
-5% -$1.36M 13.54% 2
2020
Q1 		$25.5M Buy
+303,178
New +$28.9M 13.43% 2

Other funds holding IWY

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Horst & Graben Wealth Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 19% in Q2 2026, buying an estimated $3.09M and bringing the position to 69,778 shares worth $20.1M. The position accounts for 2.64% of the portfolio, ranked #10.

Horst & Graben Wealth Management first reported a position in IWY in Q1 2020 and has held it in 26 quarters since. The position peaked at $31.7M in Q4 2020. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Horst & Graben Wealth Management held 69,778 shares of iShares Russell Top 200 Growth ETF worth $20.1M as of Q2 2026.
  • Horst & Graben Wealth Management bought 10,954 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $3.09M.
  • iShares Russell Top 200 Growth ETF made up 2.64% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Horst & Graben Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • Horst & Graben Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $31.7M in Q4 2020.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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