Horizon Investments’s iShares Russell 2000 Value ETF IWN Stock Holding History

Horizon Investments’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.18M	Sell	5,320 -5,362	-50%	-$1.12M	0.01%	674
2026 Q1	$2.03M	Buy	10,682 +4,783	+81%	+$926K	0.02%	478
2025 Q4	$1.07M	Buy	5,899 +3,782	+179%	+$679K	0.01%	617
2025 Q3	$374K	Buy	+2,117	New	+$357K	﹤0.01%	868
2016 Q4	–	Sell	-963,168	Closed	-$101M	–	177
2016 Q3	$101M	Buy	+963,168	New	+$98.7M	6.92%	3

Other funds holding IWN

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Horizon Investments's IWN Position: Q2 2026 in Review

Horizon Investments reduced its iShares Russell 2000 Value ETF (IWN) stake by 50% in Q2 2026, selling an estimated $1.12M and leaving 5,320 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #674.

Horizon Investments first reported a position in IWN in Q3 2016 and has held it in 5 quarters since. The position peaked at $101M in Q3 2016. 1,081 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Horizon Investments held 5,320 shares of iShares Russell 2000 Value ETF worth $1.18M as of Q2 2026.
Horizon Investments sold 5,362 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $1.12M.
iShares Russell 2000 Value ETF made up 0.01% of Horizon Investments's portfolio in Q2 2026, its #674 holding.
Horizon Investments first reported a position in iShares Russell 2000 Value ETF in Q3 2016 and has held it in 5 quarters since.
Horizon Investments's iShares Russell 2000 Value ETF position peaked at $101M in Q3 2016.
1,081 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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