HI
IWB icon

Harbour Investments’s iShares Russell 1000 ETF IWB Stock Holding History

Harbour Investments’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$607K Sell
1,483
-18
-1% -$7.13K 0.01% 1034
2026
Q1 		$535K Buy
1,501
+431
+40% +$161K 0.01% 1024
2025
Q4 		$399K Buy
1,070
+495
+86% +$183K 0.01% 953
2025
Q3 		$210K Buy
575
+42
+8% +$14.8K ﹤0.01% 1206
2025
Q2 		$181K Buy
533
+52
+11% +$16.3K ﹤0.01% 1220
2025
Q1 		$147K Sell
481
-52
-10% -$16.8K ﹤0.01% 1240
2024
Q4 		$172K Sell
533
-40
-7% -$13K ﹤0.01% 1119
2024
Q3 		$180K Buy
573
+79
+16% +$23.9K 0.01% 1054
2024
Q2 		$147K Buy
494
+98
+25% +$28.1K 0.01% 1065
2024
Q1 		$114K Sell
396
-23
-5% -$6.3K ﹤0.01% 1148
2023
Q4 		$110K Sell
419
-498
-54% -$122K ﹤0.01% 1099
2023
Q3 		$215K Sell
917
-449
-33% -$110K 0.01% 766
2023
Q2 		$333K Buy
1,366
+236
+21% +$54.4K 0.02% 620
2023
Q1 		$255K Sell
1,130
-91
-7% -$20K 0.01% 682
2022
Q4 		$257K Buy
1,221
+223
+22% +$47.2K 0.02% 654
2022
Q3 		$207K Hold
998
– – 0.01% 676
2022
Q2 		$207K Buy
+998
New +$226K 0.01% 676
2021
Q4 		$278K Sell
1,052
-861
-45% -$222K 0.02% 597
2021
Q3 		$462K Sell
1,913
-101
-5% -$25.1K 0.01% 679
2021
Q2 		$488K Sell
2,014
-18
-0.9% -$4.24K 0.02% 686
2021
Q1 		$455K Buy
+2,032
New +$445K 0.02% 644

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harbour Investments's IWB Position: Q2 2026 in Review

Harbour Investments reduced its iShares Russell 1000 ETF (IWB) stake by 1.2% in Q2 2026, selling an estimated $7.13K and leaving 1,483 shares worth $607K. The position accounts for 0.01% of the portfolio, ranked #1034.

Harbour Investments first reported a position in IWB in Q1 2021 and has held it in 21 quarters since. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Harbour Investments held 1,483 shares of iShares Russell 1000 ETF worth $607K as of Q2 2026.
  • Harbour Investments sold 18 iShares Russell 1000 ETF shares in Q2 2026, an estimated $7.13K.
  • iShares Russell 1000 ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1034 holding.
  • Harbour Investments first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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