Horan Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | 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% | -$14K | 0.09% | 105 |
|
|
2023
Q3 | $236K | Sell |
1,335
-8
| -0.6% | -$1.5K | 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% | +$13.9K | 0.1% | 87 |
|
|
2022
Q3 | $209K | Hold |
1,265
| – | – | 0.1% | 86 |
|
|
2022
Q2 | $214K | Buy |
1,265
+8
| +0.6% | +$1.48K | 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 | +$189K | 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% | -$147K | 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% | +$32.1K | 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% | -$25.4K | 0.19% | 55 |
|
|
2016
Q1 | $246K | Buy |
+2,225
| New | +$230K | 0.19% | 54 |
|
|
2014
Q1 | – | Sell |
-2,025
| Closed | -$234K | – | 75 |
|
|
2013
Q4 | $234K | Sell |
2,025
-474
| -19% | -$52.4K | 0.24% | 61 |
|
|
2013
Q3 | $266K | Sell |
2,499
-25
| -1% | -$2.59K | 0.32% | 59 |
|
|
2013
Q2 | $245K | Buy |
+2,524
| New | +$241K | 0.37% | 48 |
|
Other funds holding IWM
Horan Capital Advisors's IWM Position: Q1 2025 in Review
Horan Capital Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q1 2025 at 1,257 shares worth $251K. The position accounts for 0.08% of the portfolio, ranked #102.
Horan Capital Advisors first reported a position in IWM in Q2 2013 and has held it in 38 quarters since. The position peaked at $376K in Q3 2018. 2,361 funds tracked by Wall St. Rank hold IWM as of Q1 2025.
- Horan Capital Advisors held 1,257 shares of iShares Russell 2000 ETF worth $251K as of Q1 2025.
- Horan Capital Advisors left its iShares Russell 2000 ETF share count unchanged in Q1 2025.
- iShares Russell 2000 ETF made up 0.08% of Horan Capital Advisors's portfolio in Q1 2025, its #102 holding.
- Horan Capital Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 38 quarters since.
- Horan Capital Advisors's iShares Russell 2000 ETF position peaked at $376K in Q3 2018.
- 2,361 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.
Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.