Harbor Investment Advisory’s iShares Russell 1000 ETF IWB Stock Holding History

Harbor Investment Advisory’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	$5.74M	Buy	14,025 +981	+8%	+$389K	0.4%	53
2026 Q1	$4.65M	Sell	13,044 -97	-0.7%	-$36.1K	0.37%	54
2025 Q4	$4.91M	Sell	13,141 -1	-0%	-$370	0.37%	51
2025 Q3	$4.8M	Buy	13,142 +71	+0.5%	+$25K	0.4%	48
2025 Q2	$4.44M	Sell	13,071 -361	-3%	-$113K	0.4%	51
2025 Q1	$4.12M	Sell	13,432 -112	-0.8%	-$36.2K	0.4%	49
2024 Q4	$4.36M	Hold	13,544	–	–	0.41%	46
2024 Q3	$4.26M	Sell	13,544 -1,067	-7%	-$323K	0.42%	45
2024 Q2	$4.35M	Sell	14,611 -337	-2%	-$96.8K	0.45%	40
2024 Q1	$4.31M	Hold	14,948	–	–	0.45%	40
2023 Q4	$3.92M	Sell	14,948 -927	-6%	-$227K	0.45%	40
2023 Q3	$3.73M	Buy	15,875 +777	+5%	+$190K	0.49%	36
2023 Q2	$3.68M	Buy	15,098 +13,895	+1,155%	+$3.2M	0.51%	36
2023 Q1	$271K	Buy	+1,203	New	+$265K	0.04%	296
2020 Q1	–	Sell	-2	Closed	–	–	1101
2019 Q4	$0	Buy	+2	New	+$341	﹤0.01%	912

Other funds holding IWB

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

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

Harbor Investment Advisory increased its iShares Russell 1000 ETF (IWB) stake by 7.5% in Q2 2026, buying an estimated $389K and bringing the position to 14,025 shares worth $5.74M. The position accounts for 0.4% of the portfolio, ranked #53.

Harbor Investment Advisory first reported a position in IWB in Q4 2019 and has held it in 15 quarters since. 487 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Harbor Investment Advisory held 14,025 shares of iShares Russell 1000 ETF worth $5.74M as of Q2 2026.
Harbor Investment Advisory bought 981 iShares Russell 1000 ETF shares in Q2 2026, an estimated $389K.
iShares Russell 1000 ETF made up 0.4% of Harbor Investment Advisory's portfolio in Q2 2026, its #53 holding.
Harbor Investment Advisory first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 15 quarters since.
487 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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