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Harbor Asset Planning’s iShares Russell 1000 ETF IWB Stock Holding History

Harbor Asset Planning’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.4M Buy
3,409
+6
+0.2% +$2.38K 1.05% 27
2026
Q1 		$1.21M Buy
3,403
+7
+0.2% +$2.61K 1.02% 29
2025
Q4 		$1.27M Buy
3,396
+11
+0.3% +$4.07K 1.08% 26
2025
Q3 		$1.24M Buy
3,385
+11
+0.3% +$3.87K 1.11% 25
2025
Q2 		$1.15M Buy
+3,374
New +$1.06M 1.09% 24

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Harbor Asset Planning increased its iShares Russell 1000 ETF (IWB) stake by 0.18% in Q2 2026, buying an estimated $2.38K and bringing the position to 3,409 shares worth $1.4M. The position accounts for 1.05% of the portfolio, ranked #27.

Harbor Asset Planning first reported a position in IWB in Q2 2025 and has held it in 5 quarters since. 460 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Harbor Asset Planning held 3,409 shares of iShares Russell 1000 ETF worth $1.4M as of Q2 2026.
  • Harbor Asset Planning bought 6 iShares Russell 1000 ETF shares in Q2 2026, an estimated $2.38K.
  • iShares Russell 1000 ETF made up 1.05% of Harbor Asset Planning's portfolio in Q2 2026, its #27 holding.
  • Harbor Asset Planning first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 5 quarters since.
  • 460 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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