Harbour Investments’s iShares S&P 500 Growth ETF IVW Stock Holding History

Harbour Investments’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$72.5M	Sell	527,487 -5,326	-1%	-$703K	0.98%	13
2026 Q1	$60.3M	Buy	532,813 +439,239	+469%	+$52.8M	0.93%	13
2025 Q4	$11.5M	Buy	93,574 +2,841	+3%	+$348K	0.23%	81
2025 Q3	$11M	Sell	90,733 -1,851	-2%	-$213K	0.25%	73
2025 Q2	$10.2M	Sell	92,584 -10,848	-10%	-$1.07M	0.26%	71
2025 Q1	$9.6M	Sell	103,432 -15,198	-13%	-$1.53M	0.27%	70
2024 Q4	$12M	Sell	118,630 -1,807	-2%	-$180K	0.35%	47
2024 Q3	$11.5M	Buy	120,437 +22,534	+23%	+$2.08M	0.35%	45
2024 Q2	$9.06M	Buy	97,903 +17,121	+21%	+$1.48M	0.31%	58
2024 Q1	$6.82M	Buy	80,782 +14,318	+22%	+$1.15M	0.24%	72
2023 Q4	$4.99M	Buy	66,464 +12,765	+24%	+$909K	0.21%	91
2023 Q3	$3.67M	Buy	53,699 +15,702	+41%	+$1.11M	0.18%	111
2023 Q2	$2.68M	Buy	37,997 +1,569	+4%	+$104K	0.13%	148
2023 Q1	$2.33M	Buy	36,428 +42	+0.1%	+$2.57K	0.13%	152
2022 Q4	$2.13M	Buy	36,386 +1,522	+4%	+$91.4K	0.13%	155
2022 Q3	$2.1M	Hold	34,864	–	–	0.14%	140
2022 Q2	$2.1M	Buy	+34,864	New	+$2.31M	0.14%	140
2021 Q4	$7.43M	Sell	88,804 -493,424	-85%	-$39.8M	0.44%	40
2021 Q3	$43M	Sell	582,228 -2,217	-0.4%	-$169K	1.37%	11
2021 Q2	$42.5M	Sell	584,445 -39,345	-6%	-$2.72M	1.36%	12
2021 Q1	$40.6M	Buy	+623,790	New	+$40.3M	1.46%	11

Other funds holding IVW

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

Harbour Investments's IVW Position: Q2 2026 in Review

Harbour Investments reduced its iShares S&P 500 Growth ETF (IVW) stake by 1% in Q2 2026, selling an estimated $703K and leaving 527,487 shares worth $72.5M. The position accounts for 0.98% of the portfolio, ranked #13.

Harbour Investments first reported a position in IVW in Q1 2021 and has held it in 21 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Harbour Investments held 527,487 shares of iShares S&P 500 Growth ETF worth $72.5M as of Q2 2026.
Harbour Investments sold 5,326 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $703K.
iShares S&P 500 Growth ETF made up 0.98% of Harbour Investments's portfolio in Q2 2026, its #13 holding.
Harbour Investments first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 21 quarters since.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.