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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.14M	Hold	10,332	–	–	0.08%	184
2026 Q1	$1M	Hold	10,332	–	–	0.08%	188
2025 Q4	$995K	Sell	10,332 -340	-3%	-$32.7K	0.07%	195
2025 Q3	$1.03M	Hold	10,672	–	–	0.09%	177
2025 Q2	$982K	Hold	10,672	–	–	0.09%	176
2025 Q1	$908K	Hold	10,672	–	–	0.09%	169
2024 Q4	$943K	Hold	10,672	–	–	0.09%	157
2024 Q3	$941K	Hold	10,672	–	–	0.09%	164
2024 Q2	$865K	Sell	10,672 -644	-6%	-$52.4K	0.09%	165
2024 Q1	$952K	Hold	11,316	–	–	0.1%	158
2023 Q4	$880K	Hold	11,316	–	–	0.1%	156
2023 Q3	$784K	Hold	11,316	–	–	0.1%	157
2023 Q2	$826K	Hold	11,316	–	–	0.12%	157
2023 Q1	$791K	Hold	11,316	–	–	0.12%	161
2022 Q4	$763K	Hold	11,316	–	–	0.12%	155
2022 Q3	$703K	Hold	11,316	–	–	0.12%	158
2022 Q2	$732K	Sell	11,316 -533	-4%	-$37.9K	0.12%	156
2022 Q1	$925K	Buy	11,849 +128	+1%	+$9.85K	0.12%	147
2021 Q4	$973K	Hold	11,721	–	–	0.12%	144
2021 Q3	$917K	Hold	11,721	–	–	0.12%	141
2021 Q2	$929K	Hold	11,721	–	–	0.13%	139
2021 Q1	$867K	Sell	11,721 -3	-0%	-$217	0.13%	137
2020 Q4	$804K	Hold	11,724	–	–	0.13%	134
2020 Q3	$673K	Hold	11,724	–	–	0.13%	134
2020 Q2	$628K	Hold	11,724	–	–	0.13%	133
2020 Q1	$506K	Hold	11,724	–	–	0.14%	132
2019 Q4	$699K	Buy	+11,724	New	+$673K	0.16%	124

Other funds holding IWR

JIC

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Harbor Investment Advisory held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 10,332 shares worth $1.14M. The position accounts for 0.08% of the portfolio, ranked #184.

Harbor Investment Advisory first reported a position in IWR in Q4 2019 and has held it in 27 quarters since. 609 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Harbor Investment Advisory held 10,332 shares of iShares Russell Mid-Cap ETF worth $1.14M as of Q2 2026.
Harbor Investment Advisory left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.08% of Harbor Investment Advisory's portfolio in Q2 2026, its #184 holding.
Harbor Investment Advisory first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
609 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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