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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$995K	Buy	9,323 +29	+0.3%	+$3.21K	0.75%	36
2026 Q2	$1.03M	Buy	9,294 +25	+0.3%	+$2.63K	0.77%	37
2026 Q1	$901K	Buy	9,269 +90	+1%	+$8.99K	0.76%	37
2025 Q4	$884K	Buy	9,179 +37	+0.4%	+$3.56K	0.76%	37
2025 Q3	$883K	Buy	9,142 +31	+0.3%	+$2.94K	0.79%	35
2025 Q2	$838K	Buy	+9,111	New	+$787K	0.8%	34

Other funds holding IWR

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

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

Harbor Asset Planning increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.31% in Q3 2026, buying an estimated $3.21K and bringing the position to 9,323 shares worth $995K. The position accounts for 0.75% of the portfolio, ranked #36.

Harbor Asset Planning first reported a position in IWR in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.03M in Q2 2026. 1,095 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Harbor Asset Planning held 9,323 shares of iShares Russell Mid-Cap ETF worth $995K as of Q3 2026.
Harbor Asset Planning bought 29 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $3.21K.
iShares Russell Mid-Cap ETF made up 0.75% of Harbor Asset Planning's portfolio in Q3 2026, its #36 holding.
Harbor Asset Planning first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 6 quarters since.
Harbor Asset Planning's iShares Russell Mid-Cap ETF position peaked at $1.03M in Q2 2026.
1,095 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

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