Horizons Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Horizons Wealth Management’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 Q1	$205K	Sell	2,108 -102	-5%	-$10.2K	0.13%	62
2025 Q4	$213K	Sell	2,210 -236	-10%	-$22.7K	0.14%	65
2025 Q3	$236K	Sell	2,446 -17	-0.7%	-$1.61K	0.16%	61
2025 Q2	$227K	Sell	2,463 -57	-2%	-$4.92K	0.16%	62
2025 Q1	$214K	Sell	2,520 -187	-7%	-$16.7K	0.16%	63
2024 Q4	$239K	Hold	2,707	–	–	0.18%	59
2024 Q3	$239K	Sell	2,707 -86	-3%	-$7.25K	0.18%	60
2024 Q2	$233K	Hold	2,793	–	–	0.18%	61
2024 Q1	$217K	Hold	2,793	–	–	0.14%	58
2023 Q4	$217K	Hold	2,793	–	–	0.14%	58
2023 Q3	$193K	Sell	2,793 -57	-2%	-$4.16K	0.14%	63
2023 Q2	$208K	Hold	2,850	–	–	0.15%	62
2023 Q1	$199K	Sell	2,850 -41	-1%	-$2.9K	0.15%	60
2022 Q4	$195K	Hold	2,891	–	–	0.16%	59
2022 Q3	$180K	Hold	2,891	–	–	0.17%	56
2022 Q2	$214K	Buy	+2,891	New	+$206K	0.18%	53

Other funds holding IWR

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

Horizons Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.6% in Q1 2026, selling an estimated $10.2K and leaving 2,108 shares worth $205K. The position accounts for 0.13% of the portfolio, ranked #62.

Horizons Wealth Management first reported a position in IWR in Q2 2022 and has held it in 16 quarters since. The position peaked at $239K in Q4 2024. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Horizons Wealth Management held 2,108 shares of iShares Russell Mid-Cap ETF worth $205K as of Q1 2026.
Horizons Wealth Management sold 102 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $10.2K.
iShares Russell Mid-Cap ETF made up 0.13% of Horizons Wealth Management's portfolio in Q1 2026, its #62 holding.
Horizons Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's iShares Russell Mid-Cap ETF position peaked at $239K in Q4 2024.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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