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

DADC

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CWS

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

WPW

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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. 348 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.
348 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.