Harbour Capital Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.01M	Hold	7,105	–	–	0.18%	110
2026 Q1	$972K	Hold	7,105	–	–	0.19%	108
2025 Q4	$982K	Hold	7,105	–	–	0.2%	112
2025 Q3	$1.01M	Hold	7,105	–	–	0.21%	109
2025 Q2	$982K	Hold	7,105	–	–	0.21%	105
2025 Q1	$804K	Hold	7,105	–	–	0.2%	112
2024 Q4	$923K	Hold	7,105	–	–	0.21%	108
2024 Q3	$849K	Hold	7,105	–	–	0.2%	116
2024 Q2	$780K	Hold	7,105	–	–	0.19%	117
2024 Q1	$796K	Hold	7,105	–	–	0.2%	118
2023 Q4	$715K	Hold	7,105	–	–	0.2%	115
2023 Q3	$649K	Hold	7,105	–	–	0.19%	120
2023 Q2	$685K	Hold	7,105	–	–	0.2%	113
2023 Q1	$647K	Hold	7,105	–	–	0.2%	120
2022 Q4	$590K	Hold	7,105	–	–	0.2%	109
2022 Q3	$565K	Hold	7,105	–	–	0.2%	119
2022 Q2	$563K	Hold	7,105	–	–	0.18%	115
2022 Q1	$714K	Hold	7,105	–	–	0.2%	115
2021 Q4	$819K	Sell	7,105 -100	-1%	-$11.7K	0.2%	114
2021 Q3	$807K	Sell	7,205 -25	-0.3%	-$2.88K	0.21%	120
2021 Q2	$818K	Sell	7,230 -100	-1%	-$10.7K	0.22%	114
2021 Q1	$748K	Buy	+7,330	New	+$766K	0.22%	115
2020 Q4	–	Sell	-7,430	Closed	-$642K	–	136
2020 Q3	$642K	Sell	7,430 -150	-2%	-$12.7K	0.23%	107
2020 Q2	$599K	Hold	7,580	–	–	0.24%	103
2020 Q1	$461K	Sell	7,580 -350	-4%	-$25.5K	0.23%	107
2019 Q4	$605K	Hold	7,930	–	–	0.23%	111
2019 Q3	$560K	Buy	7,930 +200	+3%	+$14.4K	0.24%	111
2019 Q2	$551K	Sell	7,730 -500	-6%	-$34.8K	0.24%	114
2019 Q1	$558K	Sell	8,230 -624	-7%	-$40.1K	0.25%	115
2018 Q4	$503K	Buy	+8,854	New	+$539K	0.25%	113
2018 Q3	–	Sell	-8,854	Closed	-$563K	–	221
2018 Q2	$563K	Sell	8,854 -530	-6%	-$33.4K	0.24%	116
2018 Q1	$577K	Sell	9,384 -500	-5%	-$31.2K	0.25%	118
2017 Q4	$596K	Hold	9,884	–	–	0.25%	123
2017 Q3	$559K	Hold	9,884	–	–	0.24%	129
2017 Q2	$534K	Sell	9,884 -4,050	-29%	-$216K	0.27%	113
2017 Q1	$723K	Hold	13,934	–	–	0.33%	97
2016 Q4	$679K	Sell	13,934 -340	-2%	-$16.4K	0.49%	75
2016 Q3	$695K	Sell	14,274 -326	-2%	-$15.8K	0.44%	90
2016 Q2	$683K	Sell	14,600 -150	-1%	-$6.94K	0.38%	92
2016 Q1	$680K	Sell	14,750 -260	-2%	-$11.2K	0.39%	89
2015 Q4	$690K	Hold	15,010	–	–	0.38%	97
2015 Q3	$665K	Hold	15,010	–	–	0.47%	82
2015 Q2	$727K	Sell	15,010 -100	-0.7%	-$4.94K	0.45%	79
2015 Q1	$740K	Hold	15,110	–	–	0.52%	69
2014 Q4	$704K	Hold	15,110	–	–	0.5%	74
2014 Q3	$667K	Hold	15,110	–	–	0.55%	70
2014 Q2	$677K	Hold	15,110	–	–	0.53%	75
2014 Q1	$648K	Sell	15,110 -200	-1%	-$8.51K	0.61%	59
2013 Q4	$646K	Hold	15,310	–	–	0.57%	63
2013 Q3	$599K	Buy	15,310 +5,500	+56%	+$210K	0.65%	51
2013 Q2	$352K	Buy	+9,810	New	+$351K	0.44%	96

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Harbour Capital Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 7,105 shares worth $1.01M. The position accounts for 0.18% of the portfolio, ranked #110.

Harbour Capital Advisors first reported a position in IWP in Q2 2013 and has held it in 51 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Harbour Capital Advisors held 7,105 shares of iShares Russell Mid-Cap Growth ETF worth $1.01M as of Q2 2026.
Harbour Capital Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.18% of Harbour Capital Advisors's portfolio in Q2 2026, its #110 holding.
Harbour Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 51 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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