HI
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Harbour Investments’s iShares Russell 1000 Value ETF IWD Stock Holding History

Harbour Investments’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.77M Sell
7,294
-372
-5% -$86.7K 0.02% 586
2026
Q1 		$1.64M Buy
7,666
+1,414
+23% +$310K 0.03% 571
2025
Q4 		$1.32M Buy
6,252
+490
+9% +$101K 0.03% 512
2025
Q3 		$1.17M Sell
5,762
-13
-0.2% -$2.59K 0.03% 507
2025
Q2 		$1.12M Sell
5,775
-301
-5% -$55.7K 0.03% 490
2025
Q1 		$1.14M Buy
6,076
+1
+0% +$190 0.03% 445
2024
Q4 		$1.12M Sell
6,075
-1
-0% -$192 0.03% 439
2024
Q3 		$1.15M Buy
6,076
+769
+14% +$140K 0.03% 414
2024
Q2 		$926K Buy
5,307
+191
+4% +$33.4K 0.03% 439
2024
Q1 		$916K Buy
5,116
+345
+7% +$58.4K 0.03% 431
2023
Q4 		$788K Buy
4,771
+2
+0% +$309 0.03% 420
2023
Q3 		$724K Buy
4,769
+172
+4% +$27.3K 0.04% 401
2023
Q2 		$725K Buy
4,597
+203
+5% +$31K 0.04% 413
2023
Q1 		$669K Sell
4,394
-42
-0.9% -$6.49K 0.04% 406
2022
Q4 		$673K Sell
4,436
-330
-7% -$49.4K 0.04% 388
2022
Q3 		$691K Hold
4,766
– – 0.05% 355
2022
Q2 		$691K Buy
+4,766
New +$746K 0.05% 355
2021
Q4 		$824K Sell
4,904
-3,042
-38% -$498K 0.05% 336
2021
Q3 		$1.24M Sell
7,946
-1,031
-11% -$165K 0.04% 390
2021
Q2 		$1.42M Buy
8,977
+446
+5% +$70.6K 0.05% 373
2021
Q1 		$1.29M Buy
+8,531
New +$1.23M 0.05% 348

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Harbour Investments's IWD Position: Q2 2026 in Review

Harbour Investments reduced its iShares Russell 1000 Value ETF (IWD) stake by 4.9% in Q2 2026, selling an estimated $86.7K and leaving 7,294 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #586.

Harbour Investments first reported a position in IWD in Q1 2021 and has held it in 21 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Harbour Investments held 7,294 shares of iShares Russell 1000 Value ETF worth $1.77M as of Q2 2026.
  • Harbour Investments sold 372 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $86.7K.
  • iShares Russell 1000 Value ETF made up 0.02% of Harbour Investments's portfolio in Q2 2026, its #586 holding.
  • Harbour Investments first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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