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 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Harbor Asset Planning increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.27% in Q2 2026, buying an estimated $2.63K and bringing the position to 9,294 shares worth $1.03M. The position accounts for 0.77% of the portfolio, ranked #37.

Harbor Asset Planning first reported a position in IWR in Q2 2025 and has held it in 5 quarters since. 1,595 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Harbor Asset Planning held 9,294 shares of iShares Russell Mid-Cap ETF worth $1.03M as of Q2 2026.
Harbor Asset Planning bought 25 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $2.63K.
iShares Russell Mid-Cap ETF made up 0.77% of Harbor Asset Planning's portfolio in Q2 2026, its #37 holding.
Harbor Asset Planning first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
1,595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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