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

Horizons 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 Q1	$123K	Hold	496	–	–	0.08%	74
2025 Q4	$122K	Sell	496 -191	-28%	-$47K	0.08%	75
2025 Q3	$166K	Sell	687 -25	-4%	-$5.74K	0.11%	67
2025 Q2	$154K	Buy	712 +166	+30%	+$33.4K	0.11%	69
2025 Q1	$109K	Hold	546	–	–	0.08%	78
2024 Q4	$121K	Sell	546 -166	-23%	-$37.8K	0.09%	71
2024 Q3	$157K	Hold	712	–	–	0.12%	71
2024 Q2	$154K	Sell	712 -26	-4%	-$5.25K	0.12%	71
2024 Q1	$148K	Hold	738	–	–	0.1%	67
2023 Q4	$148K	Hold	738	–	–	0.1%	67
2023 Q3	$130K	Hold	738	–	–	0.1%	69
2023 Q2	$138K	Sell	738 -402	-35%	-$71.7K	0.1%	71
2023 Q1	$203K	Sell	1,140 -42	-4%	-$7.73K	0.15%	59
2022 Q4	$206K	Sell	1,182 -4	-0.3%	-$711	0.16%	58
2022 Q3	$196K	Hold	1,186	–	–	0.18%	52
2022 Q2	$236K	Buy	+1,186	New	+$219K	0.19%	49

Other funds holding IWM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Horizons Wealth Management's IWM Position: Q1 2026 in Review

Horizons Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 496 shares worth $123K. The position accounts for 0.08% of the portfolio, ranked #74.

Horizons Wealth Management first reported a position in IWM in Q2 2022 and has held it in 16 quarters since. The position peaked at $236K in Q2 2022. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Horizons Wealth Management held 496 shares of iShares Russell 2000 ETF worth $123K as of Q1 2026.
Horizons Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.08% of Horizons Wealth Management's portfolio in Q1 2026, its #74 holding.
Horizons Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's iShares Russell 2000 ETF position peaked at $236K in Q2 2022.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.