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

Harbor Investment Advisory’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 		$5.88M Buy
42,722
+404
+1% +$53.3K 0.41% 51
2026
Q1 		$4.79M Buy
42,318
+949
+2% +$114K 0.38% 52
2025
Q4 		$5.1M Buy
41,369
+4,451
+12% +$545K 0.38% 47
2025
Q3 		$4.46M Buy
36,918
+1,328
+4% +$153K 0.37% 52
2025
Q2 		$3.92M Sell
35,590
-24
-0.1% -$2.38K 0.35% 60
2025
Q1 		$3.31M Sell
35,614
-636
-2% -$64.1K 0.32% 62
2024
Q4 		$3.68M Sell
36,250
-56
-0.2% -$5.59K 0.34% 58
2024
Q3 		$3.48M Sell
36,306
-52
-0.1% -$4.8K 0.34% 57
2024
Q2 		$3.36M Sell
36,358
-3,618
-9% -$312K 0.35% 56
2024
Q1 		$3.38M Buy
39,976
+19,270
+93% +$1.55M 0.35% 56
2023
Q4 		$1.56M Buy
20,706
+6,908
+50% +$492K 0.18% 98
2023
Q3 		$944K Buy
13,798
+346
+3% +$24.5K 0.12% 135
2023
Q2 		$948K Buy
13,452
+10,429
+345% +$689K 0.13% 141
2023
Q1 		$193K Hold
3,023
– – 0.03% 352
2022
Q4 		$177K Hold
3,023
– – 0.03% 359
2022
Q3 		$175K Sell
3,023
-605
-17% -$39.3K 0.03% 355
2022
Q2 		$219K Sell
3,628
-6,376
-64% -$422K 0.04% 320
2022
Q1 		$764K Sell
10,004
-370
-4% -$27.8K 0.1% 166
2021
Q4 		$868K Sell
10,374
-12
-0.1% -$967 0.11% 154
2021
Q3 		$768K Hold
10,386
– – 0.1% 165
2021
Q2 		$755K Sell
10,386
-130
-1% -$9K 0.1% 167
2021
Q1 		$685K Sell
10,516
-72
-0.7% -$4.65K 0.1% 167
2020
Q4 		$676K Sell
10,588
-2,784
-21% -$169K 0.11% 155
2020
Q3 		$773K Buy
13,372
+440
+3% +$24.9K 0.15% 121
2020
Q2 		$671K Buy
12,932
+6,376
+97% +$306K 0.14% 124
2020
Q1 		$271K Hold
6,556
– – 0.07% 191
2019
Q4 		$317K Buy
+6,556
New +$304K 0.07% 195

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Harbor Investment Advisory's IVW Position: Q2 2026 in Review

Harbor Investment Advisory increased its iShares S&P 500 Growth ETF (IVW) stake by 0.95% in Q2 2026, buying an estimated $53.3K and bringing the position to 42,722 shares worth $5.88M. The position accounts for 0.41% of the portfolio, ranked #51.

Harbor Investment Advisory first reported a position in IVW in Q4 2019 and has held it in 27 quarters since. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Harbor Investment Advisory held 42,722 shares of iShares S&P 500 Growth ETF worth $5.88M as of Q2 2026.
  • Harbor Investment Advisory bought 404 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $53.3K.
  • iShares S&P 500 Growth ETF made up 0.41% of Harbor Investment Advisory's portfolio in Q2 2026, its #51 holding.
  • Harbor Investment Advisory first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.