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Harbor Group’s iShares Russell 1000 ETF IWB Stock Holding History

Harbor Group’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$911K Buy
2,226
+3
+0.1% +$1.19K 0.11% 53
2026
Q1 		$793K Buy
2,223
+5
+0.2% +$1.86K 0.11% 53
2025
Q4 		$828K Sell
2,218
-14
-0.6% -$5.19K 0.12% 53
2025
Q3 		$816K Buy
2,232
+2
+0.1% +$704 0.13% 51
2025
Q2 		$757K Sell
2,230
-25
-1% -$7.85K 0.13% 51
2025
Q1 		$692K Buy
2,255
+313
+16% +$101K 0.14% 43
2024
Q4 		$626K Sell
1,942
-31
-2% -$10K 0.14% 46
2024
Q3 		$620K Sell
1,973
-26
-1% -$7.87K 0.14% 46
2024
Q2 		$595K Sell
1,999
-94
-4% -$27K 0.15% 47
2024
Q1 		$603K Hold
2,093
– – 0.16% 43
2023
Q4 		$549K Sell
2,093
-69
-3% -$16.9K 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 +$458K 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 +$260K 0.16% 43

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harbor Group's IWB Position: Q2 2026 in Review

Harbor Group increased its iShares Russell 1000 ETF (IWB) stake by 0.13% in Q2 2026, buying an estimated $1.19K and bringing the position to 2,226 shares worth $911K. The position accounts for 0.11% of the portfolio, ranked #53.

Harbor Group first reported a position in IWB in Q4 2021 and has held it in 18 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Harbor Group held 2,226 shares of iShares Russell 1000 ETF worth $911K as of Q2 2026.
  • Harbor Group bought 3 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.19K.
  • iShares Russell 1000 ETF made up 0.11% of Harbor Group's portfolio in Q2 2026, its #53 holding.
  • Harbor Group first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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