HG
Harbor Group’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $757K | Sell |
2,230
-25
| -1% | -$8.49K | 0.13% | 51 |
|
|
2025
Q1 | $692K | Buy |
2,255
+313
| +16% | +$96K | 0.14% | 43 |
|
|
2024
Q4 | $626K | Sell |
1,942
-31
| -2% | -$9.99K | 0.14% | 46 |
|
|
2024
Q3 | $620K | Sell |
1,973
-26
| -1% | -$8.17K | 0.14% | 46 |
|
|
2024
Q2 | $595K | Sell |
1,999
-94
| -4% | -$28K | 0.15% | 47 |
|
|
2024
Q1 | $603K | Hold |
2,093
| – | – | 0.16% | 43 |
|
|
2023
Q4 | $549K | Sell |
2,093
-69
| -3% | -$18.1K | 0.16% | 41 |
|
|
2023
Q3 | $508K | Hold |
2,162
| – | – | 0.29% | 32 |
|
|
2023
Q2 | $527K | Hold |
2,162
| – | – | 0.29% | 31 |
|
|
2023
Q1 | $487K | Hold |
2,162
| – | – | 0.29% | 32 |
|
|
2022
Q4 | $455K | Buy |
+2,162
| New | +$455K | 0.29% | 30 |
|
|
2022
Q3 | – | Sell |
-1,012
| Closed | -$210K | – | 53 |
|
|
2022
Q2 | $210K | Hold |
1,012
| – | – | 0.15% | 47 |
|
|
2022
Q1 | $253K | Hold |
1,012
| – | – | 0.16% | 39 |
|
|
2021
Q4 | $268K | Buy |
+1,012
| New | +$268K | 0.16% | 43 |
|