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Horizon Investment Services’s iShares Russell 1000 ETF IWB Stock Holding History

Horizon Investment Services’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.75M Buy
10,511
+189
+2% +$70.4K 1.3% 25
2025
Q4 		$3.86M Buy
10,322
+7
+0.1% +$2.59K 1.39% 23
2025
Q3 		$3.77M Sell
10,315
-14
-0.1% -$4.93K 1.42% 23
2025
Q2 		$3.51M Sell
10,329
-417
-4% -$131K 1.54% 22
2025
Q1 		$3.3M Sell
10,746
-1,044
-9% -$338K 1.6% 22
2024
Q4 		$3.8M Sell
11,790
-287
-2% -$93K 1.62% 22
2024
Q3 		$3.8M Sell
12,077
-54
-0.4% -$16.4K 1.62% 22
2024
Q2 		$3.61M Buy
12,131
+108
+0.9% +$31K 1.7% 17
2024
Q1 		$3.46M Buy
12,023
+298
+3% +$81.7K 1.69% 18
2023
Q4 		$3.08M Sell
11,725
-34
-0.3% -$8.32K 1.66% 15
2023
Q3 		$2.76M Buy
11,759
+1,685
+17% +$412K 1.66% 17
2023
Q2 		$2.46M Buy
10,074
+159
+2% +$36.6K 1.5% 23
2023
Q1 		$2.23M Sell
9,915
-206
-2% -$45.3K 1.43% 21
2022
Q4 		$2.13M Sell
10,121
-377
-4% -$79.8K 1.55% 19
2022
Q3 		$2.07M Sell
10,498
-37
-0.4% -$8.11K 1.5% 19
2022
Q2 		$2.19M Sell
10,535
-69
-0.7% -$15.6K 1.45% 19
2022
Q1 		$2.65M Buy
10,604
+292
+3% +$72.1K 1.39% 21
2021
Q4 		$2.73M Buy
10,312
+425
+4% +$109K 1.25% 23
2021
Q3 		$2.39M Buy
9,887
+554
+6% +$138K 1.18% 27
2021
Q2 		$2.26M Buy
9,333
+2,127
+30% +$501K 1.11% 32
2021
Q1 		$1.61M Buy
7,206
+859
+14% +$188K 0.87% 44
2020
Q4 		$1.34M Sell
6,347
-2,760
-30% -$551K 0.82% 40
2020
Q3 		$1.71M Sell
9,107
-110
-1% -$20.3K 1.13% 33
2020
Q2 		$1.58M Buy
9,217
+2,851
+45% +$461K 1.1% 32
2020
Q1 		$901K Buy
6,366
+850
+15% +$144K 0.8% 36
2019
Q4 		$984K Sell
5,516
-28
-0.5% -$4.78K 0.65% 45
2019
Q3 		$912K Buy
5,544
+336
+6% +$55.1K 0.61% 46
2019
Q2 		$848K Buy
5,208
+68
+1% +$10.9K 0.58% 43
2019
Q1 		$809K Buy
5,140
+126
+3% +$19K 0.55% 43
2018
Q4 		$695K Buy
5,014
+1,007
+25% +$151K 0.55% 40
2018
Q3 		$648K Sell
4,007
-17
-0.4% -$2.7K 0.34% 61
2018
Q2 		$612K Sell
4,024
-54
-1% -$8.14K 0.3% 68
2018
Q1 		$599K Buy
4,078
+58
+1% +$8.81K 0.27% 71
2017
Q4 		$597K Buy
4,020
+161
+4% +$23.3K 0.25% 72
2017
Q3 		$540K Buy
3,859
+437
+13% +$60K 0.23% 72
2017
Q2 		$463K Buy
3,422
+164
+5% +$21.9K 0.21% 73
2017
Q1 		$428K Buy
3,258
+1,088
+50% +$141K 0.19% 81
2016
Q4 		$270K Sell
2,170
-428
-16% -$52.1K 0.13% 94
2016
Q3 		$313K Sell
2,598
-1,002
-28% -$120K 0.16% 87
2016
Q2 		$421K Sell
3,600
-2,483
-41% -$286K 0.21% 76
2016
Q1 		$694K Sell
6,083
-1,005
-14% -$109K 0.32% 57
2015
Q4 		$803K Sell
7,088
-1,129
-14% -$129K 0.34% 52
2015
Q3 		$880K Buy
8,217
+757
+10% +$86K 0.42% 43
2015
Q2 		$866K Buy
7,460
+244
+3% +$28.8K 0.35% 50
2015
Q1 		$836K Buy
7,216
+2,082
+41% +$240K 0.35% 53
2014
Q4 		$589K Buy
5,134
+1,154
+29% +$129K 0.28% 59
2014
Q3 		$437K Buy
3,980
+252
+7% +$27.9K 0.22% 65
2014
Q2 		$410K Buy
3,728
+304
+9% +$32.3K 0.2% 71
2014
Q1 		$360K Buy
+3,424
New +$352K 0.2% 78

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Horizon Investment Services's IWB Position: Q1 2026 in Review

Horizon Investment Services increased its iShares Russell 1000 ETF (IWB) stake by 1.8% in Q1 2026, buying an estimated $70.4K and bringing the position to 10,511 shares worth $3.75M. The position accounts for 1.3% of the portfolio, ranked #25.

Horizon Investment Services first reported a position in IWB in Q1 2014 and has held it in 49 quarters since. The position peaked at $3.86M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Horizon Investment Services held 10,511 shares of iShares Russell 1000 ETF worth $3.75M as of Q1 2026.
  • Horizon Investment Services bought 189 iShares Russell 1000 ETF shares in Q1 2026, an estimated $70.4K.
  • iShares Russell 1000 ETF made up 1.3% of Horizon Investment Services's portfolio in Q1 2026, its #25 holding.
  • Horizon Investment Services first reported a position in iShares Russell 1000 ETF in Q1 2014 and has held it in 49 quarters since.
  • Horizon Investment Services's iShares Russell 1000 ETF position peaked at $3.86M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Horizon Investment Services's 13F filing for Q1 2026, filed 15 May 2026.