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Harbour Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Harbour Capital Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.02M Buy
13,598
+70
+0.5% +$19.7K 0.73% 33
2026
Q1 		$3.74M Sell
13,528
-110
-0.8% -$28.4K 0.71% 37
2025
Q4 		$3.39M Sell
13,638
-50
-0.4% -$12.3K 0.69% 36
2025
Q3 		$3.34M Sell
13,688
-740
-5% -$170K 0.68% 40
2025
Q2 		$3.19M Sell
14,428
-370
-3% -$74.5K 0.67% 42
2025
Q1 		$2.81M Sell
14,798
-20
-0.1% -$4.34K 0.69% 41
2024
Q4 		$3.33M Sell
14,818
-20
-0.1% -$4.56K 0.74% 35
2024
Q3 		$3.24M Buy
14,838
+55
+0.4% +$11.8K 0.75% 37
2024
Q2 		$2.97M Sell
14,783
-65
-0.4% -$13.1K 0.71% 40
2024
Q1 		$3.04M Sell
14,848
-355
-2% -$70.8K 0.75% 38
2023
Q4 		$2.95M Buy
15,203
+470
+3% +$84.2K 0.81% 34
2023
Q3 		$2.6M Buy
14,733
+30
+0.2% +$5.63K 0.78% 35
2023
Q2 		$2.76M Buy
14,703
+33
+0.2% +$5.88K 0.81% 35
2023
Q1 		$2.62M Buy
14,670
+155
+1% +$28.5K 0.79% 37
2022
Q4 		$2.52M Buy
14,515
+25
+0.2% +$4.45K 0.85% 35
2022
Q3 		$2.43M Sell
14,490
-125
-0.9% -$22.8K 0.84% 34
2022
Q2 		$2.48M Sell
14,615
-265
-2% -$48.9K 0.81% 40
2022
Q1 		$3.05M Sell
14,880
-120
-0.8% -$24.5K 0.84% 40
2021
Q4 		$3.34M Sell
15,000
-15
-0.1% -$3.39K 0.82% 41
2021
Q3 		$3.29M Buy
15,015
+160
+1% +$35.5K 0.86% 36
2021
Q2 		$3.41M Hold
14,855
– – 0.91% 36
2021
Q1 		$3.28M Sell
14,855
-92
-0.6% -$20.1K 0.97% 33
2020
Q4 		$3K Sell
14,947
-15
-0.1% -$2.63K 1.49% 27
2020
Q3 		$2.24M Sell
14,962
-200
-1% -$30.1K 0.82% 41
2020
Q2 		$2.17M Sell
15,162
-120
-0.8% -$15.7K 0.88% 38
2020
Q1 		$1.75M Hold
15,282
– – 0.89% 37
2019
Q4 		$2.53M Hold
15,282
– – 0.97% 29
2019
Q3 		$2.31M Sell
15,282
-15
-0.1% -$2.29K 0.98% 28
2019
Q2 		$2.38M Sell
15,297
-15
-0.1% -$2.31K 1.02% 23
2019
Q1 		$2.34M Sell
15,312
-60
-0.4% -$9.02K 1.04% 24
2018
Q4 		$2.06M Buy
+15,372
New +$2.29M 1.02% 22
2018
Q3 		– Sell
-14,977
Closed -$2.47M – 218
2018
Q2 		$2.47M Sell
14,977
-515
-3% -$82.4K 1.06% 21
2018
Q1 		$2.35M Sell
15,492
-415
-3% -$64.1K 1% 22
2017
Q4 		$2.42M Sell
15,907
-163
-1% -$24.5K 1.01% 20
2017
Q3 		$2.38M Sell
16,070
-575
-3% -$80.9K 1.04% 18
2017
Q2 		$2.35M Sell
16,645
-660
-4% -$91.3K 1.17% 14
2017
Q1 		$2.38M Buy
17,305
+50
+0.3% +$6.83K 1.09% 13
2016
Q4 		$2.33M Buy
17,255
+120
+0.7% +$15.3K 1.67% 6
2016
Q3 		$2.13M Sell
17,135
-505
-3% -$61.4K 1.33% 8
2016
Q2 		$2.03M Buy
17,640
+100
+0.6% +$11.3K 1.14% 13
2016
Q1 		$1.94M Buy
17,540
+375
+2% +$38.8K 1.1% 14
2015
Q4 		$1.93M Buy
17,165
+810
+5% +$93.4K 1.05% 15
2015
Q3 		$1.79M Buy
16,355
+595
+4% +$70.5K 1.26% 9
2015
Q2 		$1.97M Buy
15,760
+305
+2% +$38.1K 1.23% 10
2015
Q1 		$1.92M Buy
15,455
+2,955
+24% +$356K 1.34% 8
2014
Q4 		$1.5M Hold
12,500
– – 1.07% 12
2014
Q3 		$1.37M Hold
12,500
– – 1.13% 11
2014
Q2 		$1.49M Buy
12,500
+75
+0.6% +$8.52K 1.17% 8
2014
Q1 		$1.45M Sell
12,425
-100
-0.8% -$11.5K 1.37% 9
2013
Q4 		$1.45M Buy
12,525
+275
+2% +$30.4K 1.28% 8
2013
Q3 		$1.31M Hold
12,250
– – 1.43% 7
2013
Q2 		$1.19M Buy
+12,250
New +$1.17M 1.5% 7

Other funds holding IWM

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Harbour Capital Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.52% in Q2 2026, buying an estimated $19.7K and bringing the position to 13,598 shares worth $4.02M. The position accounts for 0.73% of the portfolio, ranked #33.

Harbour Capital Advisors first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. 685 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Harbour Capital Advisors held 13,598 shares of iShares Russell 2000 ETF worth $4.02M as of Q2 2026.
  • Harbour Capital Advisors bought 70 iShares Russell 2000 ETF shares in Q2 2026, an estimated $19.7K.
  • iShares Russell 2000 ETF made up 0.73% of Harbour Capital Advisors's portfolio in Q2 2026, its #33 holding.
  • Harbour Capital Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
  • 685 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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