Horizon Investments’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $810K | Buy |
3,266
+1,622
| +99% | +$418K | 0.01% | 720 |
|
|
2025
Q4 | $405K | Sell |
1,644
-121,226
| -99% | -$29.8M | 0.01% | 869 |
|
|
2025
Q3 | $29.7M | Buy |
122,870
+121,321
| +7,832% | +$27.8M | 0.39% | 44 |
|
|
2025
Q2 | $334K | Sell |
1,549
-102
| -6% | -$20.5K | 0.01% | 859 |
|
|
2025
Q1 | $329K | Sell |
1,651
-31
| -2% | -$6.72K | 0.01% | 446 |
|
|
2024
Q4 | $372K | Buy |
1,682
+67
| +4% | +$15.3K | 0.01% | 418 |
|
|
2024
Q3 | $357K | Sell |
1,615
-58
| -3% | -$12.4K | 0.01% | 418 |
|
|
2024
Q2 | $339K | Buy |
1,673
+36
| +2% | +$7.28K | 0.01% | 432 |
|
|
2024
Q1 | $344K | Sell |
1,637
-693
| -30% | -$138K | 0.01% | 423 |
|
|
2023
Q4 | $468K | Buy |
2,330
+318
| +16% | +$57K | 0.01% | 349 |
|
|
2023
Q3 | $356K | Buy |
2,012
+135
| +7% | +$25.3K | 0.01% | 373 |
|
|
2023
Q2 | $352K | Sell |
1,877
-57
| -3% | -$10.2K | 0.01% | 383 |
|
|
2023
Q1 | $345K | Sell |
1,934
-144
| -7% | -$26.5K | 0.01% | 364 |
|
|
2022
Q4 | $362K | Buy |
2,078
+268
| +15% | +$47.7K | 0.01% | 428 |
|
|
2022
Q3 | $299K | Sell |
1,810
-248
| -12% | -$45.2K | 0.01% | 408 |
|
|
2022
Q2 | $349K | Sell |
2,058
-321
| -13% | -$59.2K | 0.01% | 346 |
|
|
2022
Q1 | $488K | Buy |
2,379
+14
| +0.6% | +$2.86K | 0.01% | 354 |
|
|
2021
Q4 | $526K | Buy |
2,365
+50
| +2% | +$11.3K | 0.02% | 315 |
|
|
2021
Q3 | $506K | Sell |
2,315
-2,351
| -50% | -$521K | 0.01% | 317 |
|
|
2021
Q2 | $1.07M | Sell |
4,666
-145,268
| -97% | -$32.7M | 0.03% | 213 |
|
|
2021
Q1 | $33.1M | Buy |
+149,934
| New | +$32.7M | 1.22% | 22 |
|
|
2020
Q4 | – | Sell |
-3,134
| Closed | -$469K | – | 243 |
|
|
2020
Q3 | $469K | Buy |
+3,134
| New | +$471K | 0.02% | 298 |
|
|
2020
Q2 | – | Sell |
-4,444
| Closed | -$509K | – | 442 |
|
|
2020
Q1 | $509K | Sell |
4,444
-94
| -2% | -$14K | 0.02% | 183 |
|
|
2019
Q4 | $752K | Buy |
4,538
+493
| +12% | +$77.9K | 0.03% | 206 |
|
|
2019
Q3 | $612K | Buy |
4,045
+289
| +8% | +$44.1K | 0.02% | 152 |
|
|
2019
Q2 | $584K | Buy |
3,756
+193
| +5% | +$29.8K | 0.02% | 225 |
|
|
2019
Q1 | $545K | Buy |
3,563
+50
| +1% | +$7.51K | 0.02% | 196 |
|
|
2018
Q4 | $470K | Buy |
3,513
+12
| +0.3% | +$1.79K | 0.02% | 170 |
|
|
2018
Q3 | $590K | Buy |
3,501
+119
| +4% | +$20.1K | 0.02% | 187 |
|
|
2018
Q2 | $552K | Buy |
3,382
+179
| +6% | +$28.6K | 0.02% | 186 |
|
|
2018
Q1 | $486K | Buy |
3,203
+65
| +2% | +$10K | 0.02% | 155 |
|
|
2017
Q4 | $432K | Sell |
3,138
-35
| -1% | -$5.26K | 0.03% | 150 |
|
|
2017
Q3 | $436K | Sell |
3,173
-425
| -12% | -$59.8K | 0.03% | 135 |
|
|
2017
Q2 | $495K | Sell |
3,598
-340
| -9% | -$47.1K | 0.03% | 142 |
|
|
2017
Q1 | $541K | Sell |
3,938
-16
| -0.4% | -$2.19K | 0.04% | 120 |
|
|
2016
Q4 | $533K | Buy |
3,954
+338
| +9% | +$43.2K | 0.04% | 115 |
|
|
2016
Q3 | $449K | Sell |
3,616
-56
| -2% | -$6.81K | 0.03% | 83 |
|
|
2016
Q2 | $422K | Sell |
3,672
-330
| -8% | -$37.2K | 0.03% | 87 |
|
|
2016
Q1 | $443K | Sell |
4,002
-125
| -3% | -$12.9K | 0.04% | 73 |
|
|
2015
Q4 | $465K | Sell |
4,127
-25
| -0.6% | -$2.88K | 0.04% | 62 |
|
|
2015
Q3 | $453K | Buy |
4,152
+374
| +10% | +$44.3K | 0.04% | 57 |
|
|
2015
Q2 | $472K | Buy |
3,778
+335
| +10% | +$41.9K | 0.04% | 57 |
|
|
2015
Q1 | $428K | Buy |
3,443
+156
| +5% | +$18.8K | 0.04% | 64 |
|
|
2014
Q4 | $393K | Buy |
3,287
+24
| +0.7% | +$2.75K | 0.04% | 59 |
|
|
2014
Q3 | $357K | Sell |
3,263
-330
| -9% | -$37.8K | 0.04% | 68 |
|
|
2014
Q2 | $427K | Buy |
3,593
+73
| +2% | +$8.29K | 0.05% | 74 |
|
|
2014
Q1 | $410K | Buy |
3,520
+464
| +15% | +$53.5K | 0.05% | 69 |
|
|
2013
Q4 | $353K | Buy |
3,056
+417
| +16% | +$46.1K | 0.05% | 55 |
|
|
2013
Q3 | $281K | Buy |
+2,639
| New | +$273K | 0.07% | 51 |
|
Other funds holding IWM
Horizon Investments's IWM Position: Q1 2026 in Review
Horizon Investments increased its iShares Russell 2000 ETF (IWM) stake by 99% in Q1 2026, buying an estimated $418K and bringing the position to 3,266 shares worth $810K. The position accounts for 0.01% of the portfolio, ranked #720.
Horizon Investments first reported a position in IWM in Q3 2013 and has held it in 49 quarters since. The position peaked at $33.1M in Q1 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Horizon Investments held 3,266 shares of iShares Russell 2000 ETF worth $810K as of Q1 2026.
- Horizon Investments bought 1,622 iShares Russell 2000 ETF shares in Q1 2026, an estimated $418K.
- iShares Russell 2000 ETF made up 0.01% of Horizon Investments's portfolio in Q1 2026, its #720 holding.
- Horizon Investments first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 49 quarters since.
- Horizon Investments's iShares Russell 2000 ETF position peaked at $33.1M in Q1 2021.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.