Horizon Investments’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Horizon Investments’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$264K	Buy	2,062 +919	+80%	+$124K	﹤0.01%	937
2025 Q4	$157K	Buy	1,143 +779	+214%	+$109K	﹤0.01%	1004
2025 Q3	$51.8K	Hold	364	–	–	﹤0.01%	994
2025 Q2	$50.5K	Buy	364 +320	+727%	+$40.5K	﹤0.01%	969
2025 Q1	$5.17K	Buy	44 +33	+300%	+$4.24K	﹤0.01%	682
2024 Q4	$1.39K	Buy	+11	New	+$1.4K	﹤0.01%	773
2023 Q2	–	Sell	-10	Closed	-$910	–	782
2023 Q1	$910	Buy	+10	New	+$892	﹤0.01%	668
2014 Q2	–	Sell	-829,164	Closed	-$35.6M	–	118
2014 Q1	$35.6M	Buy	+829,164	New	+$35.3M	4.61%	6

Other funds holding IWP

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Horizon Investments's IWP Position: Q1 2026 in Review

Horizon Investments increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 80% in Q1 2026, buying an estimated $124K and bringing the position to 2,062 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Horizon Investments first reported a position in IWP in Q1 2014 and has held it in 8 quarters since. The position peaked at $35.6M in Q1 2014. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Horizon Investments held 2,062 shares of iShares Russell Mid-Cap Growth ETF worth $264K as of Q1 2026.
Horizon Investments bought 919 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $124K.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #937 holding.
Horizon Investments first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2014 and has held it in 8 quarters since.
Horizon Investments's iShares Russell Mid-Cap Growth ETF position peaked at $35.6M in Q1 2014.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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