Harbor Asset Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Harbor Asset Planning’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$184K	Sell	1,338 -13	-1%	-$1.72K	0.14%	107
2026 Q1	$153K	Buy	1,351 +1	+0.1%	+$120	0.13%	109
2025 Q4	$166K	Buy	1,350 +2	+0.1%	+$245	0.14%	102
2025 Q3	$163K	Buy	1,348 +1	+0.1%	+$115	0.15%	99
2025 Q2	$148K	Buy	+1,347	New	+$133K	0.14%	104

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Harbor Asset Planning's IVW Position: Q2 2026 in Review

Harbor Asset Planning reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.96% in Q2 2026, selling an estimated $1.72K and leaving 1,338 shares worth $184K. The position accounts for 0.14% of the portfolio, ranked #107.

Harbor Asset Planning first reported a position in IVW in Q2 2025 and has held it in 5 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Harbor Asset Planning held 1,338 shares of iShares S&P 500 Growth ETF worth $184K as of Q2 2026.
Harbor Asset Planning sold 13 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.72K.
iShares S&P 500 Growth ETF made up 0.14% of Harbor Asset Planning's portfolio in Q2 2026, its #107 holding.
Harbor Asset Planning first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.