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

Harbor Investment Advisory’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.36M Buy
26,243
+5,718
+28% +$1.33M 0.44% 45
2026
Q1 		$4.39M Buy
20,525
+871
+4% +$191K 0.35% 59
2025
Q4 		$4.13M Buy
19,654
+130
+0.7% +$26.9K 0.31% 60
2025
Q3 		$3.97M Sell
19,524
-62
-0.3% -$12.3K 0.33% 59
2025
Q2 		$3.8M Buy
19,586
+38
+0.2% +$7.04K 0.34% 61
2025
Q1 		$3.68M Buy
19,548
+63
+0.3% +$12K 0.36% 57
2024
Q4 		$3.61M Buy
19,485
+44
+0.2% +$8.44K 0.34% 60
2024
Q3 		$3.69M Buy
19,441
+46
+0.2% +$8.38K 0.36% 55
2024
Q2 		$3.38M Buy
19,395
+33
+0.2% +$5.77K 0.35% 55
2024
Q1 		$3.47M Buy
19,362
+36
+0.2% +$6.09K 0.36% 54
2023
Q4 		$3.19M Buy
19,326
+102
+0.5% +$15.8K 0.37% 56
2023
Q3 		$2.92M Hold
19,224
– – 0.38% 53
2023
Q2 		$3.03M Buy
19,224
+23
+0.1% +$3.52K 0.42% 56
2023
Q1 		$2.92M Sell
19,201
-258
-1% -$39.8K 0.44% 52
2022
Q4 		$2.95M Buy
19,459
+197
+1% +$29.5K 0.46% 51
2022
Q3 		$2.62M Buy
19,262
+458
+2% +$68.8K 0.43% 53
2022
Q2 		$2.73M Buy
18,804
+52
+0.3% +$8.13K 0.44% 50
2022
Q1 		$3.11M Buy
18,752
+34
+0.2% +$5.58K 0.41% 51
2021
Q4 		$3.14M Sell
18,718
-130
-0.7% -$21.3K 0.4% 51
2021
Q3 		$2.95M Buy
18,848
+20
+0.1% +$3.21K 0.4% 52
2021
Q2 		$2.99M Buy
18,828
+29
+0.2% +$4.59K 0.4% 50
2021
Q1 		$2.85M Buy
18,799
+51
+0.3% +$7.38K 0.43% 52
2020
Q4 		$2.56M Buy
18,748
+35
+0.2% +$4.49K 0.41% 54
2020
Q3 		$2.21M Sell
18,713
-328
-2% -$38.9K 0.42% 57
2020
Q2 		$2.14M Sell
19,041
-3,053
-14% -$336K 0.46% 54
2020
Q1 		$2.19M Sell
22,094
-208
-0.9% -$25.9K 0.59% 39
2019
Q4 		$3.04M Buy
+22,302
New +$2.94M 0.7% 30

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Harbor Investment Advisory increased its iShares Russell 1000 Value ETF (IWD) stake by 28% in Q2 2026, buying an estimated $1.33M and bringing the position to 26,243 shares worth $6.36M. The position accounts for 0.44% of the portfolio, ranked #45.

Harbor Investment Advisory first reported a position in IWD in Q4 2019 and has held it in 27 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Harbor Investment Advisory held 26,243 shares of iShares Russell 1000 Value ETF worth $6.36M as of Q2 2026.
  • Harbor Investment Advisory bought 5,718 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.33M.
  • iShares Russell 1000 Value ETF made up 0.44% of Harbor Investment Advisory's portfolio in Q2 2026, its #45 holding.
  • Harbor Investment Advisory first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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