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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B 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 $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Horizon Investments's IWN Position: Q1 2026 in Review

Horizon Investments increased its iShares Russell 2000 Value ETF (IWN) stake by 81% in Q1 2026, buying an estimated $926K and bringing the position to 10,682 shares worth $2.03M. The position accounts for 0.02% of the portfolio, ranked #478.

Horizon Investments first reported a position in IWN in Q3 2016 and has held it in 4 quarters since. The position peaked at $101M in Q3 2016. 1,032 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Horizon Investments held 10,682 shares of iShares Russell 2000 Value ETF worth $2.03M as of Q1 2026.
  • Horizon Investments bought 4,783 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $926K.
  • iShares Russell 2000 Value ETF made up 0.02% of Horizon Investments's portfolio in Q1 2026, its #478 holding.
  • Horizon Investments first reported a position in iShares Russell 2000 Value ETF in Q3 2016 and has held it in 4 quarters since.
  • Horizon Investments's iShares Russell 2000 Value ETF position peaked at $101M in Q3 2016.
  • 1,032 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.