Harbor Group’s iShares Russell 2000 ETF IWM Stock Holding History

Harbor Group’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-962	Closed	-$202K	–	88
2024 Q1	$202K	Buy	+962	New	+$192K	0.05%	79

Other funds holding IWM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Harbor Group's IWM Position: Q2 2024 in Review

Harbor Group sold out of iShares Russell 2000 ETF (IWM) in Q2 2024, closing a stake of 962 shares — an estimated $202K sold.

Harbor Group first reported a position in IWM in Q1 2024 and held it in 1 quarter. The position peaked at $202K in Q1 2024. 2,161 funds tracked by Wall St. Rank hold IWM as of Q2 2024.

Harbor Group reported no remaining iShares Russell 2000 ETF position as of Q2 2024 after selling out during the quarter.
Harbor Group sold 962 iShares Russell 2000 ETF shares in Q2 2024, an estimated $202K.
Harbor Group first reported a position in iShares Russell 2000 ETF in Q1 2024 and held it in 1 quarter.
Harbor Group's iShares Russell 2000 ETF position peaked at $202K in Q1 2024.
2,161 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2024.

Based on Harbor Group's 13F filing for Q2 2024, filed 12 Jul 2024.