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

Horizon Investment Services’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$224K	Buy	+2,027	New	+$213K	0.06%	140
2026 Q1	–	Sell	-2,183	Closed	-$210K	–	147
2025 Q4	$210K	Hold	2,183	–	–	0.08%	133
2025 Q3	$211K	Sell	2,183 -15	-0.7%	-$1.42K	0.08%	128
2025 Q2	$202K	Buy	+2,198	New	+$190K	0.09%	122
2025 Q1	–	Sell	-2,323	Closed	-$205K	–	120
2024 Q4	$205K	Sell	2,323 -770	-25%	-$69.9K	0.09%	122
2024 Q3	$273K	Buy	+3,093	New	+$261K	0.12%	102

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Horizon Investment Services's IWR Position: Q2 2026 in Review

Horizon Investment Services opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 2,027 shares worth $224K. The stake represents 0.06% of the portfolio and ranks #140 among its holdings. This is a return to the name: Horizon Investment Services previously reported a position in IWR as recently as Q4 2025.

Horizon Investment Services first reported a position in IWR in Q3 2024 and has held it in 6 quarters since. The position peaked at $273K in Q3 2024. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Horizon Investment Services held 2,027 shares of iShares Russell Mid-Cap ETF worth $224K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Horizon Investment Services position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.06% of Horizon Investment Services's portfolio in Q2 2026, its #140 holding.
Horizon Investment Services first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 6 quarters since.
Horizon Investment Services's iShares Russell Mid-Cap ETF position peaked at $273K in Q3 2024.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.