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Horizon Bancorp’s iShares Russell 2000 ETF IWM Stock Holding History

Horizon Bancorp’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.25M Sell
25,204
-2,476
-9% -$639K 3.01% 11
2025
Q4 		$6.81M Sell
27,680
-721
-3% -$177K 3.32% 11
2025
Q3 		$6.87M Buy
28,401
+5,535
+24% +$1.27M 3.28% 11
2025
Q2 		$4.93M Buy
22,866
+1,109
+5% +$223K 2.48% 11
2025
Q1 		$4.34M Buy
21,757
+21,461
+7,250% +$4.66M 2.45% 12
2024
Q4 		$65K Sell
296
-33
-10% -$7.52K 0.03% 109
2024
Q3 		$73K Hold
329
– – 0.03% 112
2024
Q2 		$67K Sell
329
-148
-31% -$29.9K 0.03% 112
2024
Q1 		$100K Buy
477
+51
+12% +$10.2K 0.05% 111
2023
Q4 		$86K Buy
426
+224
+111% +$40.1K 0.04% 114
2023
Q3 		$36K Hold
202
– – 0.02% 147
2023
Q2 		$38K Hold
202
– – 0.02% 132
2023
Q1 		$36K Sell
202
-23
-10% -$4.24K 0.02% 97
2022
Q4 		$39K Buy
+225
New +$40K 0.02% 132
2020
Q3 		$57K Sell
381
-141
-27% -$21.2K 0.08% 153
2020
Q2 		$75K Sell
522
-123
-19% -$16.1K 0.08% 149
2020
Q1 		$74K Buy
645
+437
+210% +$65.2K 0.11% 157
2019
Q4 		$40K Buy
+208
New +$32.9K 0.04% 206

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Horizon Bancorp's IWM Position: Q1 2026 in Review

Horizon Bancorp reduced its iShares Russell 2000 ETF (IWM) stake by 8.9% in Q1 2026, selling an estimated $639K and leaving 25,204 shares worth $6.25M. The position accounts for 3.01% of the portfolio, ranked #11.

Horizon Bancorp first reported a position in IWM in Q4 2019 and has held it in 18 quarters since. The position peaked at $6.87M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Horizon Bancorp held 25,204 shares of iShares Russell 2000 ETF worth $6.25M as of Q1 2026.
  • Horizon Bancorp sold 2,476 iShares Russell 2000 ETF shares in Q1 2026, an estimated $639K.
  • iShares Russell 2000 ETF made up 3.01% of Horizon Bancorp's portfolio in Q1 2026, its #11 holding.
  • Horizon Bancorp first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 18 quarters since.
  • Horizon Bancorp's iShares Russell 2000 ETF position peaked at $6.87M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Horizon Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.