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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

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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. 686 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.
  • 686 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.