HIA
Harbor Investment Advisory’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.77M | Buy |
34,362
+15,905
| +86% | +$2.21M | 0.42% | 46 |
|
|
2025
Q1 | $2.17M | Hold |
18,457
| – | – | 0.21% | 89 |
|
|
2024
Q4 | $2.34M | Sell |
18,457
-750
| -4% | -$95.1K | 0.22% | 85 |
|
|
2024
Q3 | $2.25M | Buy |
19,207
+538
| +3% | +$63.1K | 0.22% | 85 |
|
|
2024
Q2 | $2.06M | Hold |
18,669
| – | – | 0.22% | 86 |
|
|
2024
Q1 | $2.13M | Buy |
18,669
+2,004
| +12% | +$229K | 0.22% | 78 |
|
|
2023
Q4 | $1.74M | Hold |
16,665
| – | – | 0.2% | 88 |
|
|
2023
Q3 | $1.52M | Buy |
16,665
+27
| +0.2% | +$2.47K | 0.2% | 89 |
|
|
2023
Q2 | $1.61M | Sell |
16,638
-70
| -0.4% | -$6.76K | 0.22% | 91 |
|
|
2023
Q1 | $1.52M | Sell |
16,708
-2
| -0% | -$182 | 0.23% | 91 |
|
|
2022
Q4 | $1.4M | Buy |
16,710
+5,608
| +51% | +$469K | 0.22% | 92 |
|
|
2022
Q3 | $871K | Hold |
11,102
| – | – | 0.14% | 134 |
|
|
2022
Q2 | $880K | Hold |
11,102
| – | – | 0.14% | 131 |
|
|
2022
Q1 | $1.12M | Sell |
11,102
-7
| -0.1% | -$704 | 0.15% | 124 |
|
|
2021
Q4 | $1.28M | Sell |
11,109
-63
| -0.6% | -$7.26K | 0.16% | 113 |
|
|
2021
Q3 | $1.25M | Buy |
11,172
+292
| +3% | +$32.7K | 0.17% | 108 |
|
|
2021
Q2 | $1.23M | Buy |
10,880
+469
| +5% | +$53.1K | 0.17% | 113 |
|
|
2021
Q1 | $1.06M | Buy |
10,411
+1,613
| +18% | +$165K | 0.16% | 115 |
|
|
2020
Q4 | $903K | Buy |
8,798
+4,464
| +103% | +$458K | 0.14% | 121 |
|
|
2020
Q3 | $749K | Hold |
4,334
| – | – | 0.14% | 124 |
|
|
2020
Q2 | $685K | Sell |
4,334
-1,151
| -21% | -$182K | 0.15% | 121 |
|
|
2020
Q1 | $667K | Buy |
5,485
+730
| +15% | +$88.8K | 0.18% | 104 |
|
|
2019
Q4 | $726K | Buy |
+4,755
| New | +$726K | 0.17% | 121 |
|