Harbor Advisory Corp’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Harbor Advisory Corp’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$448K	Hold	4,200	–	–	0.13%	63
2025 Q4	$497K	Hold	4,200	–	–	0.15%	60
2025 Q3	$492K	Hold	4,200	–	–	0.15%	64
2025 Q2	$446K	Hold	4,200	–	–	0.14%	67
2025 Q1	$379K	Hold	4,200	–	–	0.13%	73
2024 Q4	$422K	Hold	4,200	–	–	0.14%	72
2024 Q3	$394K	Hold	4,200	–	–	0.13%	71
2024 Q2	$383K	Hold	4,200	–	–	0.13%	71
2024 Q1	$354K	Sell	4,200 -1,200	-22%	-$96.7K	0.12%	70
2023 Q4	$409K	Hold	5,400	–	–	0.15%	68
2023 Q3	$359K	Sell	5,400 -1,400	-21%	-$96.7K	0.13%	74
2023 Q2	$468K	Hold	6,800	–	–	0.17%	67
2023 Q1	$415K	Hold	6,800	–	–	0.16%	70
2022 Q4	$364K	Hold	6,800	–	–	0.15%	70
2022 Q3	$358K	Hold	6,800	–	–	0.16%	64
2022 Q2	$372K	Hold	6,800	–	–	0.16%	65
2022 Q1	$472K	Sell	6,800 -2,104	-24%	-$144K	0.19%	62
2021 Q4	$680K	Hold	8,904	–	–	0.28%	57
2021 Q3	$610K	Hold	8,904	–	–	0.26%	58
2021 Q2	$604K	Hold	8,904	–	–	0.27%	58
2021 Q1	$541K	Sell	8,904 -96	-1%	-$5.84K	0.22%	74
2020 Q4	$543K	Hold	9,000	–	–	0.29%	63
2020 Q3	$488K	Sell	9,000 -1,000	-10%	-$52.7K	0.48%	27
2020 Q2	$480K	Sell	10,000 -1,800	-15%	-$79.3K	0.49%	28
2020 Q1	$444K	Hold	11,800	–	–	0.48%	28
2019 Q4	$519K	Hold	11,800	–	–	0.43%	33
2019 Q3	$471K	Sell	11,800 -1,600	-12%	-$64.1K	0.41%	32
2019 Q2	$527K	Hold	13,400	–	–	0.47%	32
2019 Q1	$507K	Hold	13,400	–	–	0.45%	32
2018 Q4	$439K	Hold	13,400	–	–	0.43%	33
2018 Q3	$523K	Hold	13,400	–	–	0.45%	34
2018 Q2	$482K	Hold	13,400	–	–	0.43%	34
2018 Q1	$456K	Sell	13,400 -3,400	-20%	-$119K	0.42%	34
2017 Q4	$566K	Buy	+16,800	New	+$551K	0.54%	33

Other funds holding IWF

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Harbor Advisory Corp's IWF Position: Q1 2026 in Review

Harbor Advisory Corp held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 4,200 shares worth $448K. The position accounts for 0.13% of the portfolio, ranked #63.

Harbor Advisory Corp first reported a position in IWF in Q4 2017 and has held it in 34 quarters since. The position peaked at $680K in Q4 2021. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Harbor Advisory Corp held 4,200 shares of iShares Russell 1000 Growth ETF worth $448K as of Q1 2026.
Harbor Advisory Corp left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.13% of Harbor Advisory Corp's portfolio in Q1 2026, its #63 holding.
Harbor Advisory Corp first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 34 quarters since.
Harbor Advisory Corp's iShares Russell 1000 Growth ETF position peaked at $680K in Q4 2021.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Harbor Advisory Corp's 13F filing for Q1 2026, filed 7 May 2026.