HIA
Harbor Investment Advisory’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.44M | Sell |
13,071
-361
| -3% | -$123K | 0.4% | 51 |
|
|
2025
Q1 | $4.12M | Sell |
13,432
-112
| -0.8% | -$34.4K | 0.4% | 49 |
|
|
2024
Q4 | $4.36M | Hold |
13,544
| – | – | 0.41% | 46 |
|
|
2024
Q3 | $4.26M | Sell |
13,544
-1,067
| -7% | -$335K | 0.42% | 45 |
|
|
2024
Q2 | $4.35M | Sell |
14,611
-337
| -2% | -$100K | 0.45% | 40 |
|
|
2024
Q1 | $4.31M | Hold |
14,948
| – | – | 0.45% | 40 |
|
|
2023
Q4 | $3.92M | Sell |
14,948
-927
| -6% | -$243K | 0.45% | 40 |
|
|
2023
Q3 | $3.73M | Buy |
15,875
+777
| +5% | +$183K | 0.49% | 36 |
|
|
2023
Q2 | $3.68M | Buy |
15,098
+13,895
| +1,155% | +$3.39M | 0.51% | 36 |
|
|
2023
Q1 | $271K | Buy |
+1,203
| New | +$271K | 0.04% | 296 |
|
|
2020
Q1 | – | Sell |
-2
| Closed | – | – | 1095 |
|
|
2019
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 904 |
|