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Horizon Investment Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Horizon Investment Services’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11,653
Closed -$1.34M – 125
2021
Q4 		$1.34M Buy
11,653
+646
+6% +$75.3K 0.61% 47
2021
Q3 		$1.23M Buy
11,007
+864
+9% +$99.4K 0.61% 47
2021
Q2 		$1.15M Buy
10,143
+1,328
+15% +$142K 0.56% 48
2021
Q1 		$900K Buy
8,815
+284
+3% +$29.7K 0.48% 58
2020
Q4 		$876K Sell
8,531
-3,629
-30% -$345K 0.53% 52
2020
Q3 		$1.05M Buy
12,160
+370
+3% +$31.2K 0.7% 45
2020
Q2 		$932K Buy
11,790
+6,148
+109% +$446K 0.65% 46
2020
Q1 		$343K Buy
5,642
+1,310
+30% +$95.5K 0.3% 71
2019
Q4 		$331K Sell
4,332
-94
-2% -$6.89K 0.22% 84
2019
Q3 		$313K Sell
4,426
-156
-3% -$11.2K 0.21% 81
2019
Q2 		$327K Buy
4,582
+358
+8% +$24.9K 0.22% 78
2019
Q1 		$287K Buy
4,224
+194
+5% +$12.5K 0.2% 79
2018
Q4 		$229K Buy
4,030
+1,026
+34% +$62.4K 0.18% 76
2018
Q3 		$204K Buy
+3,004
New +$200K 0.11% 95
2016
Q1 		– Sell
-4,544
Closed -$209K – 123
2015
Q4 		$209K Sell
4,544
-712
-14% -$33.1K 0.09% 108
2015
Q3 		$233K Buy
5,256
+452
+9% +$21.4K 0.11% 104
2015
Q2 		$233K Buy
4,804
+118
+3% +$5.82K 0.09% 118
2015
Q1 		$229K Sell
4,686
-1,600
-25% -$76.4K 0.09% 128
2014
Q4 		$293K Buy
6,286
+1,674
+36% +$75.7K 0.14% 106
2014
Q3 		$204K Buy
+4,612
New +$206K 0.1% 124

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Horizon Investment Services's IWP Position: Q1 2022 in Review

Horizon Investment Services sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2022, closing a stake of 11,653 shares — an estimated $1.34M sold.

Horizon Investment Services first reported a position in IWP in Q3 2014 and held it in 20 quarters. The position peaked at $1.34M in Q4 2021. 898 funds tracked by Wall St. Rank hold IWP as of Q1 2022.

  • Horizon Investment Services reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Horizon Investment Services sold 11,653 iShares Russell Mid-Cap Growth ETF shares in Q1 2022, an estimated $1.34M.
  • Horizon Investment Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2014 and held it in 20 quarters.
  • Horizon Investment Services's iShares Russell Mid-Cap Growth ETF position peaked at $1.34M in Q4 2021.
  • 898 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2022.

Based on Horizon Investment Services's 13F filing for Q1 2022, filed 10 May 2022.