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

Horizon Investments’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.1K	Buy	173 +11	+7%	+$1.16K	﹤0.01%	1183
2026 Q1	$15.8K	Buy	162 +146	+913%	+$14.6K	﹤0.01%	1181
2025 Q4	$1.54K	Hold	16	–	–	﹤0.01%	1214
2025 Q3	$1.54K	Hold	16	–	–	﹤0.01%	1100
2025 Q2	$1.47K	Buy	+16	New	+$1.38K	﹤0.01%	1037
2025 Q1	–	Sell	-14	Closed	-$1.24K	–	902
2024 Q4	$1.24K	Buy	+14	New	+$1.27K	﹤0.01%	792
2023 Q4	–	Sell	-32,500	Closed	-$2.25M	–	837
2023 Q3	$2.25M	Buy	32,500 +1,882	+6%	+$137K	0.07%	108
2023 Q2	$2.24M	Sell	30,618 -6,928	-18%	-$482K	0.06%	117
2023 Q1	$2.63M	Buy	37,546 +8,426	+29%	+$595K	0.08%	95
2022 Q4	$1.96M	Buy	29,120 +11,195	+62%	+$755K	0.06%	138
2022 Q3	$1.11M	Sell	17,925 -6,883	-28%	-$473K	0.03%	196
2022 Q2	$1.6M	Sell	24,808 -11,082	-31%	-$789K	0.05%	135
2022 Q1	$2.8M	Buy	35,890 +2,207	+7%	+$170K	0.08%	119
2021 Q4	$2.8M	Buy	33,683 +6,962	+26%	+$571K	0.08%	116
2021 Q3	$2.09M	Sell	26,721 -27,261	-51%	-$2.18M	0.05%	147
2021 Q2	$4.28M	Buy	53,982 +28,275	+110%	+$2.19M	0.13%	85
2021 Q1	$1.9M	Buy	+25,707	New	+$1.86M	0.07%	127
2020 Q4	–	Sell	-54,486	Closed	-$3.13M	–	244
2020 Q3	$3.13M	Buy	54,486 +27,828	+104%	+$1.58M	0.11%	83
2020 Q2	$1.43M	Buy	26,658 +13,993	+110%	+$701K	0.04%	189
2020 Q1	$547K	Sell	12,665 -27,430	-68%	-$1.51M	0.03%	175
2019 Q4	$2.39M	Sell	40,095 -11,628	-22%	-$668K	0.1%	108
2019 Q3	$2.89M	Buy	51,723 +1,868	+4%	+$104K	0.12%	80
2019 Q2	$2.79M	Buy	49,855 +4,203	+9%	+$231K	0.08%	80
2019 Q1	$2.46M	Buy	45,652 +4,370	+11%	+$226K	0.09%	120
2018 Q4	$1.92M	Sell	41,282 -4,830	-10%	-$244K	0.1%	93
2018 Q3	$636K	Buy	46,112 +1,340	+3%	+$73.4K	0.02%	185
2018 Q2	$2.36M	Buy	44,772 +2,184	+5%	+$115K	0.1%	56
2018 Q1	$2.2M	Sell	42,588 -61,204	-59%	-$3.23M	0.1%	59
2017 Q4	$4.89M	Buy	103,792 +3,996	+4%	+$203K	0.31%	36
2017 Q3	$4.7M	Buy	99,796 +8,920	+10%	+$431K	0.27%	40
2017 Q2	$4.28M	Buy	90,876 +7,396	+9%	+$351K	0.25%	42
2017 Q1	$3.91M	Buy	83,480 +8,432	+11%	+$391K	0.26%	36
2016 Q4	$3.36M	Sell	75,048 -7,068	-9%	-$309K	0.23%	30
2016 Q3	$3.58M	Sell	82,116 -236	-0.3%	-$10.2K	0.25%	33
2016 Q2	$3.46M	Buy	82,352 +4,924	+6%	+$203K	0.26%	38
2016 Q1	$3.15M	Buy	77,428 +8,164	+12%	+$311K	0.25%	37
2015 Q4	$2.77M	Sell	69,264 -884	-1%	-$36K	0.22%	40
2015 Q3	$2.73M	Buy	70,148 +24,392	+53%	+$1.01M	0.25%	41
2015 Q2	$1.95M	Sell	45,756 -4,156	-8%	-$181K	0.16%	43
2015 Q1	$2.16M	Buy	49,912 +5,388	+12%	+$229K	0.2%	50
2014 Q4	$1.86M	Sell	44,524 -428	-1%	-$17.4K	0.19%	45
2014 Q3	$1.78M	Buy	44,952 +7,180	+19%	+$289K	0.19%	42
2014 Q2	$1.53M	Buy	37,772 +1,748	+5%	+$68.2K	0.18%	53
2014 Q1	$1.39M	Buy	36,024 +4,628	+15%	+$175K	0.18%	50
2013 Q4	$1.18M	Sell	31,396 -3,568	-10%	-$129K	0.18%	37
2013 Q3	$1.22M	Sell	34,964 -6,424	-16%	-$219K	0.28%	20
2013 Q2	$1.34M	Buy	+41,388	New	+$1.34M	0.39%	18

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Horizon Investments's IWR Position: Q2 2026 in Review

Horizon Investments increased its iShares Russell Mid-Cap ETF (IWR) stake by 6.8% in Q2 2026, buying an estimated $1.16K and bringing the position to 173 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Horizon Investments first reported a position in IWR in Q2 2013 and has held it in 47 quarters since. The position peaked at $4.89M in Q4 2017. 1,586 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Horizon Investments held 173 shares of iShares Russell Mid-Cap ETF worth $19.1K as of Q2 2026.
Horizon Investments bought 11 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.16K.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1183 holding.
Horizon Investments first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 47 quarters since.
Horizon Investments's iShares Russell Mid-Cap ETF position peaked at $4.89M in Q4 2017.
1,586 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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