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

Harbour Capital Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.23M Hold
29,277
– – 1.32% 14
2026
Q1 		$6.63M Sell
29,277
-85
-0.3% -$18.6K 1.26% 16
2025
Q4 		$6.23M Sell
29,362
-50
-0.2% -$10.3K 1.27% 16
2025
Q3 		$6.02M Sell
29,412
-1,423
-5% -$283K 1.23% 16
2025
Q2 		$6.06M Sell
30,835
-757
-2% -$140K 1.28% 16
2025
Q1 		$5.73M Hold
31,592
– – 1.42% 16
2024
Q4 		$5.89M Hold
31,592
– – 1.31% 16
2024
Q3 		$6M Hold
31,592
– – 1.38% 16
2024
Q2 		$5.48M Sell
31,592
-10
-0% -$1.75K 1.3% 17
2024
Q1 		$5.6M Sell
31,602
-407
-1% -$68.9K 1.39% 16
2023
Q4 		$5.26M Buy
32,009
+112
+0.4% +$17.3K 1.44% 15
2023
Q3 		$4.84M Sell
31,897
-125
-0.4% -$19.8K 1.45% 17
2023
Q2 		$5.07M Buy
32,022
+142
+0.4% +$21.7K 1.5% 17
2023
Q1 		$4.85M Buy
31,880
+272
+0.9% +$42K 1.47% 16
2022
Q4 		$4.79M Sell
31,608
-192
-0.6% -$28.7K 1.61% 15
2022
Q3 		$4.39M Sell
31,800
-245
-0.8% -$36.8K 1.52% 17
2022
Q2 		$4.65M Buy
32,045
+310
+1% +$48.5K 1.51% 15
2022
Q1 		$5.27M Sell
31,735
-70
-0.2% -$11.5K 1.44% 16
2021
Q4 		$5.34M Hold
31,805
– – 1.31% 18
2021
Q3 		$4.98M Sell
31,805
-440
-1% -$70.5K 1.31% 19
2021
Q2 		$5.12M Buy
32,245
+30
+0.1% +$4.75K 1.37% 18
2021
Q1 		$4.88M Sell
32,215
-1,200
-4% -$174K 1.44% 18
2020
Q4 		$5K Hold
33,415
– – 2.49% 11
2020
Q3 		$3.95M Sell
33,415
-725
-2% -$86K 1.44% 15
2020
Q2 		$3.85M Sell
34,140
-1,025
-3% -$113K 1.56% 12
2020
Q1 		$3.49M Sell
35,165
-1,190
-3% -$148K 1.77% 9
2019
Q4 		$4.96M Sell
36,355
-390
-1% -$51.4K 1.9% 7
2019
Q3 		$4.71M Sell
36,745
-75
-0.2% -$9.53K 1.99% 4
2019
Q2 		$4.68M Sell
36,820
-400
-1% -$50.1K 2.01% 5
2019
Q1 		$4.6M Sell
37,220
-645
-2% -$77.5K 2.03% 5
2018
Q4 		$4.21M Buy
+37,865
New +$4.54M 2.09% 3
2018
Q3 		– Sell
-36,590
Closed -$4.44M – 216
2018
Q2 		$4.44M Sell
36,590
-1,350
-4% -$164K 1.9% 4
2018
Q1 		$4.55M Sell
37,940
-1,725
-4% -$215K 1.94% 3
2017
Q4 		$4.93M Sell
39,665
-850
-2% -$103K 2.05% 4
2017
Q3 		$4.8M Sell
40,515
-1,590
-4% -$185K 2.09% 3
2017
Q2 		$4.9M Sell
42,105
-1,235
-3% -$142K 2.43% 3
2017
Q1 		$4.98M Buy
43,340
+100
+0.2% +$11.5K 2.27% 3
2016
Q4 		$4.84M Sell
43,240
-350
-0.8% -$37.8K 3.47% 2
2016
Q3 		$4.6M Sell
43,590
-5,455
-11% -$575K 2.88% 3
2016
Q2 		$5.06M Sell
49,045
-6,975
-12% -$704K 2.84% 2
2016
Q1 		$5.54M Buy
56,020
+7,645
+16% +$716K 3.15% 2
2015
Q4 		$4.73M Buy
48,375
+3,750
+8% +$372K 2.58% 4
2015
Q3 		$4.16M Buy
44,625
+2,345
+6% +$233K 2.95% 3
2015
Q2 		$4.36M Buy
42,280
+3,800
+10% +$399K 2.72% 3
2015
Q1 		$3.97M Buy
38,480
+825
+2% +$85.5K 2.77% 3
2014
Q4 		$3.93M Buy
37,655
+4,025
+12% +$410K 2.82% 3
2014
Q3 		$3.37M Buy
33,630
+2,125
+7% +$215K 2.78% 2
2014
Q2 		$3.19M Buy
31,505
+2,975
+10% +$292K 2.51% 2
2014
Q1 		$2.75M Buy
28,530
+1,200
+4% +$112K 2.61% 2
2013
Q4 		$2.57M Buy
27,330
+150
+0.6% +$13.6K 2.27% 3
2013
Q3 		$2.34M Hold
27,180
– – 2.56% 2
2013
Q2 		$2.28M Buy
+27,180
New +$2.26M 2.87% 1

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Harbour Capital Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 29,277 shares worth $7.23M. The position accounts for 1.32% of the portfolio, ranked #14.

Harbour Capital Advisors first reported a position in IWD in Q2 2013 and has held it in 52 quarters since. 390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Harbour Capital Advisors held 29,277 shares of iShares Russell 1000 Value ETF worth $7.23M as of Q2 2026.
  • Harbour Capital Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 1.32% of Harbour Capital Advisors's portfolio in Q2 2026, its #14 holding.
  • Harbour Capital Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • 390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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