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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$952K	Buy	3,927 +100	+3%	+$23.3K	0.71%	38
2026 Q1	$818K	Buy	3,827 +58	+2%	+$12.7K	0.69%	38
2025 Q4	$793K	Buy	3,769 +15	+0.4%	+$3.1K	0.68%	38
2025 Q3	$764K	Buy	3,754 +12	+0.3%	+$2.39K	0.68%	38
2025 Q2	$727K	Buy	+3,742	New	+$693K	0.69%	37

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

Harbor Asset Planning increased its iShares Russell 1000 Value ETF (IWD) stake by 2.6% in Q2 2026, buying an estimated $23.3K and bringing the position to 3,927 shares worth $952K. The position accounts for 0.71% of the portfolio, ranked #38.

Harbor Asset Planning first reported a position in IWD in Q2 2025 and has held it in 5 quarters since. 561 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Harbor Asset Planning held 3,927 shares of iShares Russell 1000 Value ETF worth $952K as of Q2 2026.
Harbor Asset Planning bought 100 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $23.3K.
iShares Russell 1000 Value ETF made up 0.71% of Harbor Asset Planning's portfolio in Q2 2026, its #38 holding.
Harbor Asset Planning first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 5 quarters since.
561 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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