Harbor Investment Advisory’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.34M	Buy	36,496 +898	+3%	+$124K	0.37%	58
2026 Q1	$4.56M	Buy	35,598 +346	+1%	+$46.8K	0.36%	55
2025 Q4	$4.83M	Buy	35,252 +835	+2%	+$117K	0.36%	54
2025 Q3	$4.9M	Buy	34,417 +55	+0.2%	+$7.77K	0.4%	47
2025 Q2	$4.77M	Buy	34,362 +15,905	+86%	+$2.01M	0.42%	46
2025 Q1	$2.17M	Hold	18,457	–	–	0.21%	89
2024 Q4	$2.34M	Sell	18,457 -750	-4%	-$95.3K	0.22%	85
2024 Q3	$2.25M	Buy	19,207 +538	+3%	+$60.2K	0.22%	85
2024 Q2	$2.06M	Hold	18,669	–	–	0.22%	86
2024 Q1	$2.13M	Buy	18,669 +2,004	+12%	+$217K	0.22%	78
2023 Q4	$1.74M	Hold	16,665	–	–	0.2%	88
2023 Q3	$1.52M	Buy	16,665 +27	+0.2%	+$2.58K	0.2%	89
2023 Q2	$1.61M	Sell	16,638 -70	-0.4%	-$6.38K	0.22%	91
2023 Q1	$1.52M	Sell	16,708 -2	-0%	-$178	0.23%	91
2022 Q4	$1.4M	Buy	16,710 +5,608	+51%	+$472K	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%	-$697	0.15%	124
2021 Q4	$1.28M	Sell	11,109 -63	-0.6%	-$7.35K	0.16%	113
2021 Q3	$1.25M	Buy	11,172 +292	+3%	+$33.6K	0.17%	108
2021 Q2	$1.23M	Buy	10,880 +469	+5%	+$50.1K	0.17%	113
2021 Q1	$1.06M	Buy	10,411 +1,613	+18%	+$169K	0.16%	115
2020 Q4	$903K	Buy	8,798 +130	+1%	+$12.4K	0.14%	121
2020 Q3	$749K	Hold	8,668	–	–	0.14%	124
2020 Q2	$685K	Sell	8,668 -2,302	-21%	-$167K	0.15%	122
2020 Q1	$667K	Buy	10,970 +1,460	+15%	+$106K	0.18%	104
2019 Q4	$726K	Buy	+9,510	New	+$697K	0.17%	121

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Harbor Investment Advisory increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.5% in Q2 2026, buying an estimated $124K and bringing the position to 36,496 shares worth $5.34M. The position accounts for 0.37% of the portfolio, ranked #58.

Harbor Investment Advisory first reported a position in IWP in Q4 2019 and has held it in 27 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Harbor Investment Advisory held 36,496 shares of iShares Russell Mid-Cap Growth ETF worth $5.34M as of Q2 2026.
Harbor Investment Advisory bought 898 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $124K.
iShares Russell Mid-Cap Growth ETF made up 0.37% of Harbor Investment Advisory's portfolio in Q2 2026, its #58 holding.
Harbor Investment Advisory first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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