Harbor Capital Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Harbor Capital Advisors’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.46M	Buy	7,698 +4,459	+138%	+$863K	0.12%	250
2025 Q4	$587K	Sell	3,239 -9,935	-75%	-$1.78M	0.05%	438
2025 Q3	$2.33M	Sell	13,174 -17,411	-57%	-$2.94M	0.18%	148
2025 Q2	$4.83M	Sell	30,585 -17,223	-36%	-$2.56M	0.2%	163
2025 Q1	$7.22M	Buy	47,808 +25,011	+110%	+$4.04M	0.33%	101
2024 Q4	$3.74M	Sell	22,797 -22,172	-49%	-$3.78M	0.16%	178
2024 Q3	$7.5M	Buy	44,969 +24,336	+118%	+$3.95M	0.33%	88
2024 Q2	$3.14M	Buy	20,633 +10,891	+112%	+$1.67M	0.24%	116
2024 Q1	$1.55M	Buy	+9,742	New	+$1.48M	0.2%	122

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Harbor Capital Advisors's IWN Position: Q1 2026 in Review

Harbor Capital Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 138% in Q1 2026, buying an estimated $863K and bringing the position to 7,698 shares worth $1.46M. The position accounts for 0.12% of the portfolio, ranked #250.

Harbor Capital Advisors first reported a position in IWN in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.5M in Q3 2024. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Harbor Capital Advisors held 7,698 shares of iShares Russell 2000 Value ETF worth $1.46M as of Q1 2026.
Harbor Capital Advisors bought 4,459 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $863K.
iShares Russell 2000 Value ETF made up 0.12% of Harbor Capital Advisors's portfolio in Q1 2026, its #250 holding.
Harbor Capital Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2024 and has held it in 9 quarters since.
Harbor Capital Advisors's iShares Russell 2000 Value ETF position peaked at $7.5M in Q3 2024.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Harbor Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.