Horizon Investments’s iShares Russell 1000 Value ETF IWD Stock Holding History

Horizon Investments’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.82K	Buy	+24	New	+$5.59K	﹤0.01%	1230
2014 Q3	–	Sell	-59,983	Closed	-$6.07M	–	134
2014 Q2	$6.07M	Sell	59,983 -988,440	-94%	-$96.9M	0.73%	19
2014 Q1	$101M	Buy	1,048,423 +998,524	+2,001%	+$93.5M	13.12%	2
2013 Q4	$4.7M	Buy	49,899 +11,559	+30%	+$1.05M	0.71%	15
2013 Q3	$3.31M	Sell	38,340 -6,768	-15%	-$587K	0.77%	14
2013 Q2	$3.78M	Buy	+45,108	New	+$3.76M	1.1%	12

Other funds holding IWD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Horizon Investments's IWD Position: Q2 2026 in Review

Horizon Investments opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 24 shares worth $5.82K. The stake represents ﹤0.01% of the portfolio and ranks #1230 among its holdings. This is a return to the name: Horizon Investments previously reported a position in IWD as recently as Q2 2014.

Horizon Investments first reported a position in IWD in Q2 2013 and has held it in 6 quarters since. The position peaked at $101M in Q1 2014. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Horizon Investments held 24 shares of iShares Russell 1000 Value ETF worth $5.82K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Horizon Investments position in Q2 2026.
iShares Russell 1000 Value ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1230 holding.
Horizon Investments first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 6 quarters since.
Horizon Investments's iShares Russell 1000 Value ETF position peaked at $101M in Q1 2014.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.