Harbor Asset Planning
IWF icon

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

Harbor Asset Planning’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
Q3 		$1.31M Buy
10,496
+9
+0.1% +$1.1K 0.99% 32
2026
Q2 		$1.3M Sell
10,487
-353
-3% -$42.6K 0.98% 33
2026
Q1 		$1.16M Buy
10,840
+16
+0.1% +$1.82K 0.97% 31
2025
Q4 		$1.28M Buy
10,824
+132
+1% +$15.6K 1.1% 24
2025
Q3 		$1.25M Buy
10,692
+8
+0.1% +$891 1.12% 24
2025
Q2 		$1.13M Buy
+10,684
New +$1.02M 1.08% 25

Other funds holding IWF

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Harbor Asset Planning's IWF Position: Q3 2026 in Review

Harbor Asset Planning increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.09% in Q3 2026, buying an estimated $1.1K and bringing the position to 10,496 shares worth $1.31M. The position accounts for 0.99% of the portfolio, ranked #32.

Harbor Asset Planning first reported a position in IWF in Q2 2025 and has held it in 6 quarters since. 1,084 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Harbor Asset Planning held 10,496 shares of iShares Russell 1000 Growth ETF worth $1.31M as of Q3 2026.
  • Harbor Asset Planning bought 9 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $1.1K.
  • iShares Russell 1000 Growth ETF made up 0.99% of Harbor Asset Planning's portfolio in Q3 2026, its #32 holding.
  • Harbor Asset Planning first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • 1,084 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.