Harbor Asset Planning’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.7K	Hold	155	–	–	0.02%	298
2026 Q1	$19.8K	Hold	155	–	–	0.02%	302
2025 Q4	$21.2K	Hold	155	–	–	0.02%	290
2025 Q3	$22K	Buy	155 +1	+0.6%	+$141	0.02%	278
2025 Q2	$21.4K	Buy	+154	New	+$19.5K	0.02%	273

Other funds holding IWP

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Harbor Asset Planning held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 155 shares worth $22.7K. The position accounts for 0.02% of the portfolio, ranked #298.

Harbor Asset Planning first reported a position in IWP in Q2 2025 and has held it in 5 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Harbor Asset Planning held 155 shares of iShares Russell Mid-Cap Growth ETF worth $22.7K as of Q2 2026.
Harbor Asset Planning left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Harbor Asset Planning's portfolio in Q2 2026, its #298 holding.
Harbor Asset Planning first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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