Horizon Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Horizon Investments’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-175,000	Closed	-$57.3K	–	1467
2025 Q4	$57.3K	Sell	175,000 -2,625,000	-94%	-$645M	﹤0.01%	1117
2025 Q3	$677K	Buy	2,800,000 +2,300,000	+460%	+$528M	0.01%	729
2025 Q2	$108K	Buy	+500,000	New	+$101M	﹤0.01%	945
2021 Q4	–	Sell	-425,000	Closed	-$93M	–	499
2021 Q3	$93M	Buy	+425,000	New	+$94.2M	2.43%	12
2019 Q3	–	Sell	-2,050,000	Closed	-$319M	–	485
2019 Q2	$319M	Buy	+2,050,000	New	+$316M	8.87%	2
2017 Q4	–	Sell	-325,000	Closed	-$48.2M	–	201
2017 Q3	$48.2M	Buy	+325,000	New	+$45.7M	2.77%	11

Other funds holding IWM

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Horizon Investments's IWM Position: Q2 2026 in Review

Horizon Investments reduced its iShares Russell 2000 ETF (IWM) stake by 47% in Q2 2026, selling an estimated $432K and leaving 1,727 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #868.

Horizon Investments first reported a position in IWM in Q3 2013 and has held it in 50 quarters since. The position peaked at $33.1M in Q1 2021. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Horizon Investments held 1,727 shares of iShares Russell 2000 ETF worth $519K as of Q2 2026.
Horizon Investments sold 1,539 iShares Russell 2000 ETF shares in Q2 2026, an estimated $432K.
iShares Russell 2000 ETF made up 0.01% of Horizon Investments's portfolio in Q2 2026, its #868 holding.
Horizon Investments first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 50 quarters since.
Horizon Investments's iShares Russell 2000 ETF position peaked at $33.1M in Q1 2021.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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