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

Horizons Wealth Management’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 		$19K Hold
100
– – 0.01% 130
2025
Q4 		$18.1K Hold
100
– – 0.01% 129
2025
Q3 		$17.7K Hold
100
– – 0.01% 132
2025
Q2 		$15.8K Hold
100
– – 0.01% 129
2025
Q1 		$15.1K Hold
100
– – 0.01% 128
2024
Q4 		$16.4K Hold
100
– – 0.01% 122
2024
Q3 		$16.7K Hold
100
– – 0.01% 122
2024
Q2 		$16.5K Hold
100
– – 0.01% 123
2024
Q1 		$15.5K Hold
100
– – 0.01% 125
2023
Q4 		$15.5K Hold
100
– – 0.01% 125
2023
Q3 		$13.6K Hold
100
– – 0.01% 128
2023
Q2 		$14.1K Hold
100
– – 0.01% 142
2023
Q1 		$13.7K Hold
100
– – 0.01% 126
2022
Q4 		$14K Hold
100
– – 0.01% 124
2022
Q3 		$13K Hold
100
– – 0.01% 115
2022
Q2 		$16K Buy
+100
New +$14.9K 0.01% 115

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 $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 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 $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Horizons Wealth Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2026 at 100 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #130.

Horizons Wealth Management first reported a position in IWN in Q2 2022 and has held it in 16 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Horizons Wealth Management held 100 shares of iShares Russell 2000 Value ETF worth $19K as of Q1 2026.
  • Horizons Wealth Management left its iShares Russell 2000 Value ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Value ETF made up 0.01% of Horizons Wealth Management's portfolio in Q1 2026, its #130 holding.
  • Horizons Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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