Harbor Investment Advisory’s iShares Micro-Cap ETF IWC Stock Holding History

Harbor Investment Advisory’s Portfolio IWC Stock Details IWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$34K	Hold	170	–	–	﹤0.01%	822
2026 Q1	$27.1K	Buy	170 +130	+325%	+$21.6K	﹤0.01%	726
2025 Q4	$6.31K	Hold	40	–	–	﹤0.01%	1017
2025 Q3	$5.96K	Sell	40 -30	-43%	-$4.16K	﹤0.01%	987
2025 Q2	$8.94K	Hold	70	–	–	﹤0.01%	910
2025 Q1	$7.76K	Hold	70	–	–	﹤0.01%	918
2024 Q4	$9.13K	Hold	70	–	–	﹤0.01%	891
2024 Q3	$8.63K	Hold	70	–	–	﹤0.01%	896
2024 Q2	$7.98K	Hold	70	–	–	﹤0.01%	893
2024 Q1	$8.48K	Hold	70	–	–	﹤0.01%	887
2023 Q4	$8.12K	Hold	70	–	–	﹤0.01%	861
2023 Q3	$7.01K	Hold	70	–	–	﹤0.01%	867
2023 Q2	$7.65K	Hold	70	–	–	﹤0.01%	1064
2023 Q1	$7.32K	Hold	70	–	–	﹤0.01%	1072
2022 Q4	$7.55K	Hold	70	–	–	﹤0.01%	1054
2022 Q3	$7K	Hold	70	–	–	﹤0.01%	1087
2022 Q2	$7K	Hold	70	–	–	﹤0.01%	1096
2022 Q1	$9K	Hold	70	–	–	﹤0.01%	1070
2021 Q4	$10K	Hold	70	–	–	﹤0.01%	1053
2021 Q3	$10K	Hold	70	–	–	﹤0.01%	1054
2021 Q2	$11K	Hold	70	–	–	﹤0.01%	995
2021 Q1	$10K	Hold	70	–	–	﹤0.01%	984
2020 Q4	$8K	Hold	70	–	–	﹤0.01%	956
2020 Q3	$6K	Hold	70	–	–	﹤0.01%	922
2020 Q2	$6K	Hold	70	–	–	﹤0.01%	849
2020 Q1	$5K	Hold	70	–	–	﹤0.01%	855
2019 Q4	$7K	Buy	+70	New	+$6.47K	﹤0.01%	673

Other funds holding IWC

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

CTA

Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

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

Harbor Investment Advisory held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 170 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Harbor Investment Advisory first reported a position in IWC in Q4 2019 and has held it in 27 quarters since. 39 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Harbor Investment Advisory held 170 shares of iShares Micro-Cap ETF worth $34K as of Q2 2026.
Harbor Investment Advisory left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
iShares Micro-Cap ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #822 holding.
Harbor Investment Advisory first reported a position in iShares Micro-Cap ETF in Q4 2019 and has held it in 27 quarters since.
39 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

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