Harbour Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Harbour Capital Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.02M	Sell	9,730 -750	-7%	-$297K	0.73%	34
2026 Q1	$4.08M	Hold	10,480	–	–	0.78%	33
2025 Q4	$3.92M	Sell	10,480 -1,000	-9%	-$370K	0.8%	34
2025 Q3	$4.22M	Sell	11,480 -500	-4%	-$176K	0.86%	32
2025 Q2	$4.08M	Sell	11,980 -750	-6%	-$235K	0.86%	30
2025 Q1	$3.75M	Sell	12,730 -10	-0.1%	-$3.23K	0.93%	29
2024 Q4	$4.15M	Sell	12,740 -1,580	-11%	-$512K	0.93%	28
2024 Q3	$4.53M	Hold	14,320	–	–	1.04%	27
2024 Q2	$4.27M	Sell	14,320 -500	-3%	-$144K	1.01%	27
2024 Q1	$4.23M	Hold	14,820	–	–	1.05%	26
2023 Q4	$3.83M	Hold	14,820	–	–	1.05%	27
2023 Q3	$3.48M	Hold	14,820	–	–	1.04%	27
2023 Q2	$3.62M	Sell	14,820 -1,250	-8%	-$288K	1.07%	27
2023 Q1	$3.62M	Sell	16,070 -1,065	-6%	-$234K	1.09%	28
2022 Q4	$3.59M	Hold	17,135	–	–	1.21%	24
2022 Q3	$3.41M	Hold	17,135	–	–	1.18%	23
2022 Q2	$3.56M	Hold	17,135	–	–	1.16%	24
2022 Q1	$4.29M	Hold	17,135	–	–	1.17%	25
2021 Q4	$4.53M	Sell	17,135 -500	-3%	-$129K	1.11%	27
2021 Q3	$4.26M	Hold	17,635	–	–	1.12%	23
2021 Q2	$4.27M	Hold	17,635	–	–	1.15%	22
2021 Q1	$3.95M	Hold	17,635	–	–	1.16%	23
2020 Q4	$4K	Hold	17,635	–	–	1.99%	18
2020 Q3	$3.3M	Hold	17,635	–	–	1.21%	25
2020 Q2	$3.03M	Hold	17,635	–	–	1.23%	23
2020 Q1	$2.5M	Hold	17,635	–	–	1.27%	20
2019 Q4	$3.15M	Hold	17,635	–	–	1.21%	20
2019 Q3	$2.9M	Hold	17,635	–	–	1.23%	19
2019 Q2	$2.87M	Sell	17,635 -2,000	-10%	-$320K	1.23%	19
2019 Q1	$3.09M	Hold	19,635	–	–	1.36%	16
2018 Q4	$2.72M	Sell	19,635 -416,446	-95%	-$62.3M	1.35%	15
2018 Q3	$39.9M	Buy	436,081 +416,456	+2,122%	+$66.1M	16.06%	1
2018 Q2	$2.99M	Sell	19,625 -350	-2%	-$52.7K	1.28%	16
2018 Q1	$2.93M	Hold	19,975	–	–	1.25%	12
2017 Q4	$2.97M	Hold	19,975	–	–	1.23%	12
2017 Q3	$2.79M	Hold	19,975	–	–	1.22%	11
2017 Q2	$2.7M	Hold	19,975	–	–	1.34%	9
2017 Q1	$2.62M	Sell	19,975 -50	-0.2%	-$6.47K	1.2%	10
2016 Q4	$2.49M	Sell	20,025 -400	-2%	-$48.7K	1.79%	5
2016 Q3	$2.46M	Sell	20,425 -125	-0.6%	-$15K	1.54%	6
2016 Q2	$2.4M	Sell	20,550 -150	-0.7%	-$17.3K	1.35%	9
2016 Q1	$2.36M	Hold	20,700	–	–	1.34%	9
2015 Q4	$2.35M	Sell	20,700 -150	-0.7%	-$17.2K	1.28%	8
2015 Q3	$2.23M	Hold	20,850	–	–	1.58%	6
2015 Q2	$2.42M	Hold	20,850	–	–	1.51%	6
2015 Q1	$2.42M	Sell	20,850 -200	-1%	-$23.1K	1.69%	6
2014 Q4	$2.41M	Hold	21,050	–	–	1.73%	5
2014 Q3	$2.31M	Sell	21,050 -1,000	-5%	-$111K	1.91%	4
2014 Q2	$2.43M	Sell	22,050 -250	-1%	-$26.6K	1.91%	4
2014 Q1	$2.34M	Hold	22,300	–	–	2.21%	3
2013 Q4	$2.3M	Hold	22,300	–	–	2.03%	4
2013 Q3	$2.1M	Hold	22,300	–	–	2.3%	3
2013 Q2	$2M	Buy	+22,300	New	+$2M	2.53%	3

Other funds holding IWB

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

JIC

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Harbour Capital Advisors's IWB Position: Q2 2026 in Review

Harbour Capital Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 7.2% in Q2 2026, selling an estimated $297K and leaving 9,730 shares worth $4.02M. The position accounts for 0.73% of the portfolio, ranked #34.

Harbour Capital Advisors first reported a position in IWB in Q2 2013 and has held it in 53 quarters since. The position peaked at $39.9M in Q3 2018. 487 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Harbour Capital Advisors held 9,730 shares of iShares Russell 1000 ETF worth $4.02M as of Q2 2026.
Harbour Capital Advisors sold 750 iShares Russell 1000 ETF shares in Q2 2026, an estimated $297K.
iShares Russell 1000 ETF made up 0.73% of Harbour Capital Advisors's portfolio in Q2 2026, its #34 holding.
Harbour Capital Advisors first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 53 quarters since.
Harbour Capital Advisors's iShares Russell 1000 ETF position peaked at $39.9M in Q3 2018.
487 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Harbour Capital Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.