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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.26M	Buy	58,453 +609	+1%	+$73.4K	0.51%	36
2026 Q1	$6.17M	Buy	57,844 +436	+0.8%	+$49.5K	0.49%	42
2025 Q4	$6.79M	Buy	57,408 +4,412	+8%	+$523K	0.51%	36
2025 Q3	$6.21M	Buy	52,996 +36	+0.1%	+$4.01K	0.51%	38
2025 Q2	$5.62M	Buy	52,960 +32	+0.1%	+$3.06K	0.5%	37
2025 Q1	$4.78M	Sell	52,928 -8	-0%	-$789	0.46%	41
2024 Q4	$5.31M	Buy	52,936 +756	+1%	+$74.4K	0.5%	35
2024 Q3	$4.9M	Sell	52,180 -60	-0.1%	-$5.44K	0.48%	38
2024 Q2	$4.76M	Buy	52,240 +32	+0.1%	+$2.73K	0.5%	33
2024 Q1	$4.4M	Sell	52,208 -264	-0.5%	-$21.3K	0.46%	38
2023 Q4	$3.98M	Buy	52,472 +92	+0.2%	+$6.51K	0.46%	39
2023 Q3	$3.48M	Hold	52,380	–	–	0.46%	38
2023 Q2	$3.6M	Buy	52,380 +200	+0.4%	+$12.7K	0.5%	38
2023 Q1	$3.19M	Sell	52,180 -892	-2%	-$51.4K	0.48%	47
2022 Q4	$2.84M	Sell	53,072 -488	-0.9%	-$26.8K	0.44%	56
2022 Q3	$2.82M	Sell	53,560 -3,284	-6%	-$193K	0.46%	46
2022 Q2	$3.11M	Buy	56,844 +3,036	+6%	+$182K	0.5%	44
2022 Q1	$3.73M	Sell	53,808 -188	-0.3%	-$12.8K	0.5%	39
2021 Q4	$4.13M	Sell	53,996 -1,208	-2%	-$89.5K	0.52%	40
2021 Q3	$3.78M	Buy	55,204 +1,232	+2%	+$87.2K	0.51%	39
2021 Q2	$3.66M	Sell	53,972 -372	-0.7%	-$24K	0.5%	39
2021 Q1	$3.3M	Buy	54,344 +2,020	+4%	+$123K	0.5%	39
2020 Q4	$3.15M	Sell	52,324 -1,744	-3%	-$99.3K	0.51%	41
2020 Q3	$2.93M	Buy	54,068 +56	+0.1%	+$2.95K	0.56%	41
2020 Q2	$2.59M	Sell	54,012 -24	-0%	-$1.06K	0.55%	41
2020 Q1	$2.04M	Sell	54,036 -464	-0.9%	-$20K	0.55%	45
2019 Q4	$2.4M	Buy	+54,500	New	+$2.28M	0.55%	43

Other funds holding IWF

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

SMCL

Sun Mountain Capital Ltd Tortola $184M AUM

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

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

Harbor Investment Advisory increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.1% in Q2 2026, buying an estimated $73.4K and bringing the position to 58,453 shares worth $7.26M. The position accounts for 0.51% of the portfolio, ranked #36.

Harbor Investment Advisory first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. 901 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Harbor Investment Advisory held 58,453 shares of iShares Russell 1000 Growth ETF worth $7.26M as of Q2 2026.
Harbor Investment Advisory bought 609 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $73.4K.
iShares Russell 1000 Growth ETF made up 0.51% of Harbor Investment Advisory's portfolio in Q2 2026, its #36 holding.
Harbor Investment Advisory first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
901 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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