Horizon Investment Services, LLC quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Horizon Investment Services, LLC opened 6 positions, added to 19, reduced 9, sold out of 3 and left 5 unchanged. The largest increase in value was SPHY (+$7,417,710); the largest decrease was SPHY (-$8,141,800).
- VONV: Country of operation —; Class VNG RUS1000VAL; Shares 2026-03-31 15,957; Shares 2026-06-30 15,957.
- IWD: Country of operation —; Class RUS 1000 VAL ETF; Shares 2026-03-31 2,308; Shares 2026-06-30 2,308.
- IVV: Country of operation —; Class CORE S&P500 ETF; Shares 2026-03-31 603; Shares 2026-06-30 603.
- VBK: Country of operation —; Class SML CP GRW ETF; Shares 2026-03-31 808; Shares 2026-06-30 808.
Two Form 13F-HR filings compared (SEC CIK 1426940): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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