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Harbor Investment Advisory’s iShares Russell 3000 ETF IWV Stock Holding History

Harbor Investment Advisory’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.01M Hold
2,358
– – 0.07% 209
2026
Q1 		$874K Buy
2,358
+386
+20% +$149K 0.07% 216
2025
Q4 		$763K Hold
1,972
– – 0.06% 234
2025
Q3 		$747K Buy
1,972
+1
+0.1% +$365 0.06% 222
2025
Q2 		$692K Hold
1,971
– – 0.06% 219
2025
Q1 		$626K Buy
1,971
+1
+0.1% +$335 0.06% 224
2024
Q4 		$659K Buy
1,970
+17
+0.9% +$5.72K 0.06% 201
2024
Q3 		$638K Buy
1,953
+1
+0.1% +$315 0.06% 212
2024
Q2 		$603K Buy
1,952
+1
+0.1% +$298 0.06% 209
2024
Q1 		$586K Sell
1,951
-80
-4% -$22.8K 0.06% 214
2023
Q4 		$556K Hold
2,031
– – 0.06% 201
2023
Q3 		$498K Hold
2,031
– – 0.07% 205
2023
Q2 		$517K Buy
2,031
+25
+1% +$6.01K 0.07% 212
2023
Q1 		$472K Hold
2,006
– – 0.07% 216
2022
Q4 		$443K Hold
2,006
– – 0.07% 215
2022
Q3 		$415K Buy
2,006
+45
+2% +$10.4K 0.07% 219
2022
Q2 		$426K Hold
1,961
– – 0.07% 217
2022
Q1 		$515K Hold
1,961
– – 0.07% 219
2021
Q4 		$544K Hold
1,961
– – 0.07% 213
2021
Q3 		$500K Hold
1,961
– – 0.07% 220
2021
Q2 		$502K Hold
1,961
– – 0.07% 227
2021
Q1 		$465K Sell
1,961
-18
-0.9% -$4.18K 0.07% 213
2020
Q4 		$442K Buy
1,979
+31
+2% +$6.51K 0.07% 203
2020
Q3 		$381K Buy
1,948
+183
+10% +$35.4K 0.07% 191
2020
Q2 		$318K Hold
1,765
– – 0.07% 196
2020
Q1 		$262K Buy
1,765
+930
+111% +$165K 0.07% 196
2019
Q4 		$157K Buy
+835
New +$151K 0.04% 278

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

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

Harbor Investment Advisory held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 2,358 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #209.

Harbor Investment Advisory first reported a position in IWV in Q4 2019 and has held it in 27 quarters since. 586 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Harbor Investment Advisory held 2,358 shares of iShares Russell 3000 ETF worth $1.01M as of Q2 2026.
  • Harbor Investment Advisory left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.07% of Harbor Investment Advisory's portfolio in Q2 2026, its #209 holding.
  • Harbor Investment Advisory first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 27 quarters since.
  • 586 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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