Horan Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Horan Capital Advisors’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$251K	Hold	1,257	–	–	0.08%	102
2024 Q4	$278K	Hold	1,257	–	–	0.09%	95
2024 Q3	$278K	Hold	1,257	–	–	0.09%	102
2024 Q2	$255K	Hold	1,257	–	–	0.09%	100
2024 Q1	$264K	Hold	1,257	–	–	0.09%	103
2023 Q4	$252K	Sell	1,257 -78	-6%	-$15.7K	0.09%	105
2023 Q3	$236K	Sell	1,335 -8	-0.6%	-$1.41K	0.09%	105
2023 Q2	$252K	Hold	1,343	–	–	0.1%	94
2023 Q1	$240K	Hold	1,343	–	–	0.1%	95
2022 Q4	$234K	Buy	1,343 +78	+6%	+$13.6K	0.1%	87
2022 Q3	$209K	Hold	1,265	–	–	0.1%	86
2022 Q2	$214K	Buy	1,265 +8	+0.6%	+$1.35K	0.1%	88
2022 Q1	$258K	Hold	1,257	–	–	0.1%	84
2021 Q4	$280K	Hold	1,257	–	–	0.11%	81
2021 Q3	$275K	Hold	1,257	–	–	0.12%	82
2021 Q2	$288K	Hold	1,257	–	–	0.13%	77
2021 Q1	$278K	Hold	1,257	–	–	0.13%	77
2020 Q4	$246K	Hold	1,257	–	–	0.13%	80
2020 Q3	$188K	Buy	+1,257	New	+$188K	0.11%	84
2020 Q1	–	Sell	-1,257	Closed	-$208K	–	164
2019 Q4	$208K	Hold	1,257	–	–	0.12%	71
2019 Q3	$190K	Hold	1,257	–	–	0.12%	71
2019 Q2	$195K	Hold	1,257	–	–	0.13%	70
2019 Q1	$192K	Sell	1,257 -975	-44%	-$149K	0.12%	70
2018 Q4	$299K	Hold	2,232	–	–	0.2%	58
2018 Q3	$376K	Hold	2,232	–	–	0.24%	53
2018 Q2	$366K	Hold	2,232	–	–	0.23%	53
2018 Q1	$339K	Hold	2,232	–	–	0.22%	52
2017 Q4	$340K	Hold	2,232	–	–	0.22%	50
2017 Q3	$331K	Hold	2,232	–	–	0.2%	54
2017 Q2	$315K	Buy	2,232 +232	+12%	+$32.7K	0.21%	57
2017 Q1	$275K	Hold	2,000	–	–	0.2%	57
2016 Q4	$270K	Hold	2,000	–	–	0.2%	57
2016 Q3	$248K	Hold	2,000	–	–	0.2%	53
2016 Q2	$230K	Sell	2,000 -225	-10%	-$25.9K	0.19%	55
2016 Q1	$246K	Buy	+2,225	New	+$246K	0.19%	54
2014 Q1	–	Sell	-2,025	Closed	-$234K	–	75
2013 Q4	$234K	Sell	2,025 -474	-19%	-$54.8K	0.24%	61
2013 Q3	$266K	Sell	2,499 -25	-1%	-$2.66K	0.32%	59
2013 Q2	$245K	Buy	+2,524	New	+$245K	0.37%	48