Harbor Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Harbor Group’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$354K	Buy	2,575 +19	+0.7%	+$2.51K	0.04%	83
2026 Q1	$289K	Buy	2,556 +17	+0.7%	+$2.04K	0.04%	92
2025 Q4	$313K	Sell	2,539 -45	-2%	-$5.51K	0.05%	87
2025 Q3	$312K	Buy	2,584 +3	+0.1%	+$345	0.05%	82
2025 Q2	$284K	Buy	2,581 +2	+0.1%	+$198	0.05%	81
2025 Q1	$239K	Sell	2,579 -61	-2%	-$6.15K	0.05%	84
2024 Q4	$268K	Buy	2,640 +3	+0.1%	+$299	0.06%	75
2024 Q3	$253K	Sell	2,637 -51	-2%	-$4.71K	0.06%	78
2024 Q2	$249K	Buy	2,688 +2	+0.1%	+$172	0.06%	72
2024 Q1	$227K	Sell	2,686 -121	-4%	-$9.72K	0.06%	73
2023 Q4	$211K	Buy	+2,807	New	+$200K	0.06%	75
2022 Q2	–	Sell	-3,274	Closed	-$250K	–	59
2022 Q1	$250K	Buy	3,274 +2	+0.1%	+$150	0.16%	41
2021 Q4	$274K	Sell	3,272 -187	-5%	-$15.1K	0.16%	41
2021 Q3	$256K	Buy	3,459 +2	+0.1%	+$152	0.17%	41
2021 Q2	$251K	Buy	3,457 +1	+0%	+$69	0.17%	38
2021 Q1	$238K	Buy	3,456 +3	+0.1%	+$194	0.16%	44
2020 Q4	$221K	Buy	+3,453	New	+$209K	0.17%	46

Other funds holding IVW

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

Harbor Group's IVW Position: Q2 2026 in Review

Harbor Group increased its iShares S&P 500 Growth ETF (IVW) stake by 0.74% in Q2 2026, buying an estimated $2.51K and bringing the position to 2,575 shares worth $354K. The position accounts for 0.04% of the portfolio, ranked #83.

Harbor Group first reported a position in IVW in Q4 2020 and has held it in 17 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Harbor Group held 2,575 shares of iShares S&P 500 Growth ETF worth $354K as of Q2 2026.
Harbor Group bought 19 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $2.51K.
iShares S&P 500 Growth ETF made up 0.04% of Harbor Group's portfolio in Q2 2026, its #83 holding.
Harbor Group first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 17 quarters since.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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