Harbor Investment Advisory’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.54M	Buy	29,392 +1	+0%	+$282	0.6%	29
2026 Q1	$7.31M	Buy	29,391 +150	+0.5%	+$39.7K	0.58%	33
2025 Q4	$8.1M	Sell	29,241 -1,620	-5%	-$449K	0.61%	28
2025 Q3	$8.44M	Sell	30,861 -993	-3%	-$257K	0.7%	24
2025 Q2	$7.85M	Buy	31,854 +4,852	+18%	+$1.08M	0.7%	25
2025 Q1	$5.7M	Buy	27,002 +1,528	+6%	+$352K	0.55%	30
2024 Q4	$5.99M	Sell	25,474 -260	-1%	-$59.7K	0.56%	30
2024 Q3	$5.66M	Hold	25,734	–	–	0.56%	31
2024 Q2	$5.52M	Sell	25,734 -7,511	-23%	-$1.5M	0.58%	29
2024 Q1	$6.49M	Buy	33,245 +126	+0.4%	+$23.6K	0.68%	24
2023 Q4	$5.8M	Hold	33,119	–	–	0.67%	24
2023 Q3	$5.09M	Sell	33,119 -1,934	-6%	-$308K	0.67%	25
2023 Q2	$5.56M	Hold	35,053	–	–	0.77%	23
2023 Q1	$4.87M	Sell	35,053 -4	-0%	-$519	0.73%	25
2022 Q4	$4.23M	Buy	35,057 +4,001	+13%	+$497K	0.66%	31
2022 Q3	$3.71M	Hold	31,056	–	–	0.61%	32
2022 Q2	$3.89M	Buy	31,056 +1,390	+5%	+$191K	0.62%	28
2022 Q1	$4.71M	Sell	29,666 -436	-1%	-$68K	0.62%	29
2021 Q4	$5.22M	Buy	30,102 +210	+0.7%	+$35K	0.66%	31
2021 Q3	$4.56M	Sell	29,892 -5,627	-16%	-$888K	0.62%	33
2021 Q2	$5.35M	Sell	35,519 -102	-0.3%	-$14.6K	0.72%	26
2021 Q1	$4.79M	Sell	35,621 -1,801	-5%	-$241K	0.72%	26
2020 Q4	$4.98M	Buy	37,422 +197	+0.5%	+$24.8K	0.8%	22
2020 Q3	$4.52M	Hold	37,225	–	–	0.86%	20
2020 Q2	$3.97M	Buy	37,225 +1,896	+5%	+$186K	0.84%	23
2020 Q1	$2.98M	Buy	35,329 +7,882	+29%	+$750K	0.8%	25
2019 Q4	$2.65M	Buy	+27,447	New	+$2.51M	0.61%	34

Other funds holding IWY

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FCAM

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

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

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RPSA

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

CWAG

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

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

Harbor Investment Advisory increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0% in Q2 2026, buying an estimated $282 and bringing the position to 29,392 shares worth $8.54M. The position accounts for 0.6% of the portfolio, ranked #29.

Harbor Investment Advisory first reported a position in IWY in Q4 2019 and has held it in 27 quarters since. 207 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Harbor Investment Advisory held 29,392 shares of iShares Russell Top 200 Growth ETF worth $8.54M as of Q2 2026.
Harbor Investment Advisory bought 1 iShares Russell Top 200 Growth ETF share in Q2 2026, an estimated $282.
iShares Russell Top 200 Growth ETF made up 0.6% of Harbor Investment Advisory's portfolio in Q2 2026, its #29 holding.
Harbor Investment Advisory first reported a position in iShares Russell Top 200 Growth ETF in Q4 2019 and has held it in 27 quarters since.
207 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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