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 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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

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

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

Harbor Asset Planning reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.3% in Q2 2026, selling an estimated $42.6K and leaving 10,487 shares worth $1.3M. The position accounts for 0.98% of the portfolio, ranked #33.

Harbor Asset Planning first reported a position in IWF in Q2 2025 and has held it in 5 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Harbor Asset Planning held 10,487 shares of iShares Russell 1000 Growth ETF worth $1.3M as of Q2 2026.
Harbor Asset Planning sold 353 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $42.6K.
iShares Russell 1000 Growth ETF made up 0.98% of Harbor Asset Planning's portfolio in Q2 2026, its #33 holding.
Harbor Asset Planning first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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