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

Harbor Investment Advisory’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.18M Buy
18,223
+93
+0.5% +$33.9K 0.5% 39
2026
Q1 		$5.69M Sell
18,130
-365
-2% -$121K 0.45% 45
2025
Q4 		$5.97M Sell
18,495
-689
-4% -$224K 0.45% 42
2025
Q3 		$6.14M Sell
19,184
-157
-0.8% -$47.4K 0.51% 39
2025
Q2 		$5.53M Sell
19,341
-463
-2% -$122K 0.49% 38
2025
Q1 		$5.06M Buy
19,804
+530
+3% +$150K 0.49% 36
2024
Q4 		$5.55M Sell
19,274
-207
-1% -$61.2K 0.52% 34
2024
Q3 		$5.53M Sell
19,481
-35
-0.2% -$9.59K 0.55% 32
2024
Q2 		$5.12M Sell
19,516
-431
-2% -$112K 0.53% 31
2024
Q1 		$5.4M Sell
19,947
-600
-3% -$153K 0.56% 29
2023
Q4 		$5.18M Sell
20,547
-3
-0% -$676 0.6% 29
2023
Q3 		$4.61M Sell
20,550
-696
-3% -$167K 0.6% 28
2023
Q2 		$5.16M Sell
21,246
-149
-0.7% -$34.2K 0.72% 26
2023
Q1 		$4.85M Buy
21,395
+146
+0.7% +$33.4K 0.73% 26
2022
Q4 		$4.56M Buy
21,249
+2,256
+12% +$494K 0.71% 27
2022
Q3 		$3.92M Buy
18,993
+3,209
+20% +$722K 0.65% 30
2022
Q2 		$3.26M Sell
15,784
-164
-1% -$36.6K 0.52% 38
2022
Q1 		$4.08M Buy
15,948
+514
+3% +$132K 0.54% 35
2021
Q4 		$4.52M Buy
15,434
+1,351
+10% +$407K 0.57% 34
2021
Q3 		$4.13M Buy
14,083
+164
+1% +$49.3K 0.56% 35
2021
Q2 		$4.34M Buy
13,919
+77
+0.6% +$23.2K 0.59% 33
2021
Q1 		$4.16M Sell
13,842
-1,109
-7% -$344K 0.63% 29
2020
Q4 		$4.29M Buy
14,951
+1,378
+10% +$351K 0.69% 29
2020
Q3 		$3.01M Buy
13,573
+114
+0.8% +$25K 0.58% 39
2020
Q2 		$2.78M Buy
13,459
+555
+4% +$104K 0.59% 34
2020
Q1 		$2.04M Buy
12,904
+1,678
+15% +$333K 0.55% 44
2019
Q4 		$2.4M Buy
+11,226
New +$2.28M 0.55% 42

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Harbor Investment Advisory increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.51% in Q2 2026, buying an estimated $33.9K and bringing the position to 18,223 shares worth $7.18M. The position accounts for 0.5% of the portfolio, ranked #39.

Harbor Investment Advisory first reported a position in IWO in Q4 2019 and has held it in 27 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Harbor Investment Advisory held 18,223 shares of iShares Russell 2000 Growth ETF worth $7.18M as of Q2 2026.
  • Harbor Investment Advisory bought 93 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $33.9K.
  • iShares Russell 2000 Growth ETF made up 0.5% of Harbor Investment Advisory's portfolio in Q2 2026, its #39 holding.
  • Harbor Investment Advisory first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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