Harbor Investment Advisory’s iShares Russell Top 200 Value ETF IWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.3M	Buy	50,412 +76	+0.2%	+$7.69K	0.37%	59
2026 Q1	$4.66M	Buy	50,336 +53	+0.1%	+$5.04K	0.37%	53
2025 Q4	$4.62M	Sell	50,283 -163	-0.3%	-$14.6K	0.35%	56
2025 Q3	$4.43M	Buy	50,446 +266	+0.5%	+$22.8K	0.37%	54
2025 Q2	$4.22M	Hold	50,180	–	–	0.38%	54
2025 Q1	$4.12M	Buy	50,180 +1	+0%	+$82	0.4%	48
2024 Q4	$3.97M	Sell	50,179 -450	-0.9%	-$36.9K	0.37%	52
2024 Q3	$4.11M	Buy	50,629 +1	+0%	+$78	0.41%	48
2024 Q2	$3.79M	Sell	50,628 -1,580	-3%	-$118K	0.4%	48
2024 Q1	$3.98M	Buy	52,208 +1	+0%	+$72	0.42%	45
2023 Q4	$3.66M	Buy	52,207 +1	+0%	+$66	0.42%	45
2023 Q3	$3.41M	Sell	52,206 -282	-0.5%	-$19.1K	0.45%	40
2023 Q2	$3.54M	Buy	52,488 +1	+0%	+$66	0.49%	41
2023 Q1	$3.42M	Sell	52,487 -4	-0%	-$262	0.51%	43
2022 Q4	$3.41M	Buy	52,491 +2	+0%	+$128	0.53%	43
2022 Q3	$3.03M	Hold	52,489	–	–	0.5%	41
2022 Q2	$3.24M	Hold	52,489	–	–	0.52%	39
2022 Q1	$3.66M	Sell	52,489 -7,923	-13%	-$548K	0.48%	40
2021 Q4	$4.23M	Buy	60,412 +1,035	+2%	+$70.8K	0.54%	38
2021 Q3	$3.9M	Sell	59,377 -7,140	-11%	-$480K	0.53%	38
2021 Q2	$4.42M	Sell	66,517 -121	-0.2%	-$8.02K	0.6%	31
2021 Q1	$4.24M	Buy	66,638 +86	+0.1%	+$5.23K	0.64%	28
2020 Q4	$3.85M	Buy	66,552 +408	+0.6%	+$22.3K	0.62%	34
2020 Q3	$3.38M	Buy	66,144 +6,365	+11%	+$326K	0.65%	32
2020 Q2	$2.92M	Buy	59,779 +3,588	+6%	+$173K	0.62%	31
2020 Q1	$2.48M	Buy	56,191 +14,344	+34%	+$771K	0.67%	30
2019 Q4	$2.45M	Buy	+41,847	New	+$2.37M	0.56%	41

Other funds holding IWX

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

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

Harbor Investment Advisory increased its iShares Russell Top 200 Value ETF (IWX) stake by 0.15% in Q2 2026, buying an estimated $7.69K and bringing the position to 50,412 shares worth $5.3M. The position accounts for 0.37% of the portfolio, ranked #59.

Harbor Investment Advisory first reported a position in IWX in Q4 2019 and has held it in 27 quarters since. 95 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Harbor Investment Advisory held 50,412 shares of iShares Russell Top 200 Value ETF worth $5.3M as of Q2 2026.
Harbor Investment Advisory bought 76 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $7.69K.
iShares Russell Top 200 Value ETF made up 0.37% of Harbor Investment Advisory's portfolio in Q2 2026, its #59 holding.
Harbor Investment Advisory first reported a position in iShares Russell Top 200 Value ETF in Q4 2019 and has held it in 27 quarters since.
95 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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