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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$579K	Hold	5,260	–	–	0.11%	171
2026 Q1	$546K	Hold	5,260	–	–	0.1%	172
2025 Q4	$512K	Hold	5,260	–	–	0.1%	177
2025 Q3	$508K	Hold	5,260	–	–	0.1%	185
2025 Q2	$490K	Hold	5,260	–	–	0.1%	183
2025 Q1	$430K	Hold	5,260	–	–	0.11%	184
2024 Q4	$471K	Sell	5,260 -176	-3%	-$16K	0.1%	180
2024 Q3	$479K	Hold	5,436	–	–	0.11%	176
2024 Q2	$437K	Sell	5,436 -333	-6%	-$27.1K	0.1%	189
2024 Q1	$477K	Sell	5,769 -421	-7%	-$33.4K	0.12%	177
2023 Q4	$470K	Buy	6,190 +21	+0.3%	+$1.49K	0.13%	165
2023 Q3	$427K	Buy	6,169 +369	+6%	+$26.9K	0.13%	161
2023 Q2	$425K	Hold	5,800	–	–	0.13%	152
2023 Q1	$406K	Sell	5,800 -400	-6%	-$28.2K	0.12%	159
2022 Q4	$416K	Hold	6,200	–	–	0.14%	144
2022 Q3	$392K	Hold	6,200	–	–	0.14%	146
2022 Q2	$401K	Hold	6,200	–	–	0.13%	146
2022 Q1	$484K	Hold	6,200	–	–	0.13%	147
2021 Q4	$515K	Hold	6,200	–	–	0.13%	147
2021 Q3	$485K	Sell	6,200 -425	-6%	-$34K	0.13%	156
2021 Q2	$525K	Hold	6,625	–	–	0.14%	143
2021 Q1	$490K	Buy	+6,625	New	+$479K	0.14%	142
2020 Q4	–	Sell	-6,625	Closed	-$380K	–	137
2020 Q3	$380K	Hold	6,625	–	–	0.14%	144
2020 Q2	$355K	Sell	6,625 -1,250	-16%	-$62.7K	0.14%	142
2020 Q1	$340K	Sell	7,875 -425	-5%	-$23.4K	0.17%	127
2019 Q4	$495K	Sell	8,300 -500	-6%	-$28.7K	0.19%	132
2019 Q3	$492K	Sell	8,800 -900	-9%	-$50.3K	0.21%	121
2019 Q2	$542K	Sell	9,700 -500	-5%	-$27.4K	0.23%	116
2019 Q1	$550K	Hold	10,200	–	–	0.24%	116
2018 Q4	$474K	Buy	+10,200	New	+$515K	0.24%	118
2018 Q3	–	Sell	-10,200	Closed	-$542K	–	222
2018 Q2	$542K	Sell	10,200 -80	-0.8%	-$4.21K	0.23%	121
2018 Q1	$531K	Sell	10,280 -80	-0.8%	-$4.22K	0.23%	130
2017 Q4	$539K	Sell	10,360 -40	-0.4%	-$2.03K	0.22%	130
2017 Q3	$513K	Sell	10,400 -100	-1%	-$4.83K	0.22%	141
2017 Q2	$504K	Hold	10,500	–	–	0.25%	120
2017 Q1	$491K	Buy	10,500 +80	+0.8%	+$3.71K	0.22%	126
2016 Q4	$466K	Sell	10,420 -320	-3%	-$14K	0.33%	99
2016 Q3	$468K	Hold	10,740	–	–	0.29%	118
2016 Q2	$452K	Sell	10,740 -200	-2%	-$8.26K	0.25%	133
2016 Q1	$446K	Hold	10,940	–	–	0.25%	132
2015 Q4	$438K	Hold	10,940	–	–	0.24%	137
2015 Q3	$425K	Hold	10,940	–	–	0.3%	116
2015 Q2	$466K	Hold	10,940	–	–	0.29%	115
2015 Q1	$473K	Sell	10,940 -400	-4%	-$17K	0.33%	107
2014 Q4	$474K	Buy	+11,340	New	+$460K	0.34%	108
2014 Q3	–	Sell	-12,060	Closed	-$490K	–	184
2014 Q2	$490K	Hold	12,060	–	–	0.38%	104
2014 Q1	$467K	Hold	12,060	–	–	0.44%	83
2013 Q4	$452K	Hold	12,060	–	–	0.4%	96
2013 Q3	$419K	Hold	12,060	–	–	0.46%	96
2013 Q2	$392K	Buy	+12,060	New	+$391K	0.49%	88

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Harbour Capital Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 5,260 shares worth $579K. The position accounts for 0.11% of the portfolio, ranked #171.

Harbour Capital Advisors first reported a position in IWR in Q2 2013 and has held it in 50 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Harbour Capital Advisors held 5,260 shares of iShares Russell Mid-Cap ETF worth $579K as of Q2 2026.
Harbour Capital Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.11% of Harbour Capital Advisors's portfolio in Q2 2026, its #171 holding.
Harbour Capital Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 50 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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