Harbour Investments’s IQ Healthy Hearts ETF HART Stock Holding History

Harbour Investments’s Portfolio HART Stock Details HART Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-130	Closed	-$4.28K	–	3531
2024 Q3	$4.28K	Buy	+130	New	+$4.18K	﹤0.01%	2676

Other funds holding HART

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harbour Investments's HART Position: Q4 2024 in Review

Harbour Investments sold out of IQ Healthy Hearts ETF (HART) in Q4 2024, closing a stake of 130 shares — an estimated $4.28K sold.

Harbour Investments first reported a position in HART in Q3 2024 and held it in 1 quarter. The position peaked at $4.28K in Q3 2024. 5 funds tracked by Wall St. Rank hold HART as of Q4 2024.

Harbour Investments reported no remaining IQ Healthy Hearts ETF position as of Q4 2024 after selling out during the quarter.
Harbour Investments sold 130 IQ Healthy Hearts ETF shares in Q4 2024, an estimated $4.28K.
Harbour Investments first reported a position in IQ Healthy Hearts ETF in Q3 2024 and held it in 1 quarter.
Harbour Investments's IQ Healthy Hearts ETF position peaked at $4.28K in Q3 2024.
5 funds tracked by Wall St. Rank held IQ Healthy Hearts ETF as of Q4 2024.

Based on Harbour Investments's 13F filing for Q4 2024, filed 10 Feb 2025.