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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$114K	Buy	693 +1	+0.1%	+$158	0.09%	135
2026 Q1	$101K	Buy	692 +3	+0.4%	+$445	0.08%	135
2025 Q4	$97.2K	Buy	689 +3	+0.4%	+$419	0.08%	136
2025 Q3	$95.8K	Buy	686 +3	+0.4%	+$410	0.09%	142
2025 Q2	$90.3K	Buy	+683	New	+$85.7K	0.09%	142

Other funds holding IWS

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

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

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

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

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

Harbor Asset Planning increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.14% in Q2 2026, buying an estimated $158 and bringing the position to 693 shares worth $114K. The position accounts for 0.09% of the portfolio, ranked #135.

Harbor Asset Planning first reported a position in IWS in Q2 2025 and has held it in 5 quarters since. 1,048 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Harbor Asset Planning held 693 shares of iShares Russell Mid-Cap Value ETF worth $114K as of Q2 2026.
Harbor Asset Planning bought 1 iShares Russell Mid-Cap Value ETF share in Q2 2026, an estimated $158.
iShares Russell Mid-Cap Value ETF made up 0.09% of Harbor Asset Planning's portfolio in Q2 2026, its #135 holding.
Harbor Asset Planning first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
1,048 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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