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
2024 Q4	–	Sell	-300,000	Closed	-$66.3K	–	899
2024 Q3	$66.3K	Buy	+300,000	New	+$64.2M	﹤0.01%	631
2018 Q4	–	Sell	-500,000	Closed	-$84.3M	–	255
2018 Q3	$84.3M	Buy	+500,000	New	+$84.4M	2.82%	12
2018 Q2	–	Sell	-150,000	Closed	-$22.8M	–	262
2018 Q1	$22.8M	Buy	+150,000	New	+$23.2M	0.99%	26
2017 Q1	–	Sell	-160,000	Closed	-$21.6M	–	180
2016 Q4	$21.6M	Buy	+160,000	New	+$20.4M	1.49%	13

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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.