Horizon Wealth Management
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Horizon Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Horizon Wealth Management’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
2026
Q3 		$471K Sell
1,695
-93,291
-98% -$27.4M 0.06% 98
2026
Q2 		$28.5M Buy
94,986
+2,812
+3% +$790K 3.64% 9
2026
Q1 		$22.9M Buy
+92,174
New +$23.8M 3.35% 10
2025
Q4 		– Sell
-41,412
Closed -$10M – 135
2025
Q3 		$10M Buy
+41,412
New +$9.5M 1.47% 20

Other funds holding IWM

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Horizon Wealth Management's IWM Position: Q3 2026 in Review

Horizon Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 98% in Q3 2026, selling an estimated $27.4M and leaving 1,695 shares worth $471K. The position accounts for 0.06% of the portfolio, ranked #98.

Horizon Wealth Management first reported a position in IWM in Q3 2025 and has held it in 4 quarters since. The position peaked at $28.5M in Q2 2026. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Horizon Wealth Management held 1,695 shares of iShares Russell 2000 ETF worth $471K as of Q3 2026.
  • Horizon Wealth Management sold 93,291 iShares Russell 2000 ETF shares in Q3 2026, an estimated $27.4M.
  • iShares Russell 2000 ETF made up 0.06% of Horizon Wealth Management's portfolio in Q3 2026, its #98 holding.
  • Horizon Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2025 and has held it in 4 quarters since.
  • Horizon Wealth Management's iShares Russell 2000 ETF position peaked at $28.5M in Q2 2026.
  • 1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Horizon Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.