Harbor Investment Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.14M	Sell	7,121 -384	-5%	-$108K	0.15%	110
2026 Q1	$1.86M	Buy	7,505 +72	+1%	+$18.6K	0.15%	115
2025 Q4	$1.83M	Sell	7,433 -680	-8%	-$167K	0.14%	113
2025 Q3	$1.96M	Buy	8,113 +562	+7%	+$129K	0.16%	108
2025 Q2	$1.63M	Sell	7,551 -234	-3%	-$47.1K	0.15%	114
2025 Q1	$1.55M	Buy	7,785 +19	+0.2%	+$4.12K	0.15%	114
2024 Q4	$1.72M	Sell	7,766 -676	-8%	-$154K	0.16%	103
2024 Q3	$1.86M	Buy	8,442 +255	+3%	+$54.6K	0.18%	93
2024 Q2	$1.66M	Sell	8,187 -558	-6%	-$113K	0.17%	95
2024 Q1	$1.84M	Sell	8,745 -6,408	-42%	-$1.28M	0.19%	92
2023 Q4	$3.04M	Buy	15,153 +6,063	+67%	+$1.09M	0.35%	60
2023 Q3	$1.61M	Sell	9,090 -35	-0.4%	-$6.57K	0.21%	83
2023 Q2	$1.71M	Sell	9,125 -554	-6%	-$98.8K	0.24%	85
2023 Q1	$1.73M	Sell	9,679 -421	-4%	-$77.5K	0.26%	83
2022 Q4	$1.76M	Sell	10,100 -10	-0.1%	-$1.78K	0.28%	78
2022 Q3	$1.67M	Buy	10,110 +30	+0.3%	+$5.47K	0.27%	76
2022 Q2	$1.71M	Sell	10,080 -1,755	-15%	-$324K	0.27%	77
2022 Q1	$2.43M	Buy	11,835 +491	+4%	+$100K	0.32%	63
2021 Q4	$2.52M	Buy	11,344 +1,110	+11%	+$251K	0.32%	62
2021 Q3	$2.24M	Sell	10,234 -708	-6%	-$157K	0.3%	66
2021 Q2	$2.51M	Sell	10,942 -118	-1%	-$26.5K	0.34%	64
2021 Q1	$2.44M	Buy	11,060 +113	+1%	+$24.7K	0.37%	60
2020 Q4	$2.15M	Sell	10,947 -40	-0.4%	-$7K	0.34%	65
2020 Q3	$1.65M	Sell	10,987 -144	-1%	-$21.7K	0.32%	69
2020 Q2	$1.59M	Buy	11,131 +821	+8%	+$108K	0.34%	66
2020 Q1	$1.18M	Sell	10,310 -1,715	-14%	-$256K	0.32%	72
2019 Q4	$1.99M	Buy	+12,025	New	+$1.9M	0.46%	55

Other funds holding IWM

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

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

Harbor Investment Advisory reduced its iShares Russell 2000 ETF (IWM) stake by 5.1% in Q2 2026, selling an estimated $108K and leaving 7,121 shares worth $2.14M. The position accounts for 0.15% of the portfolio, ranked #110.

Harbor Investment Advisory first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.04M in Q4 2023. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Harbor Investment Advisory held 7,121 shares of iShares Russell 2000 ETF worth $2.14M as of Q2 2026.
Harbor Investment Advisory sold 384 iShares Russell 2000 ETF shares in Q2 2026, an estimated $108K.
iShares Russell 2000 ETF made up 0.15% of Harbor Investment Advisory's portfolio in Q2 2026, its #110 holding.
Harbor Investment Advisory first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
Harbor Investment Advisory's iShares Russell 2000 ETF position peaked at $3.04M in Q4 2023.
1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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