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Harbour Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Harbour Investments’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.59M Buy
34,626
+9,666
+39% +$2.49M 0.13% 142
2025
Q4 		$6.14M Buy
24,960
+1,804
+8% +$444K 0.12% 148
2025
Q3 		$5.6M Buy
23,156
+1,638
+8% +$376K 0.13% 143
2025
Q2 		$4.64M Buy
21,518
+1,689
+9% +$340K 0.12% 154
2025
Q1 		$3.96M Buy
19,829
+1,360
+7% +$295K 0.11% 165
2024
Q4 		$4.08M Buy
18,469
+2,423
+15% +$552K 0.12% 151
2024
Q3 		$3.54M Buy
16,046
+3,812
+31% +$816K 0.11% 162
2024
Q2 		$2.48M Buy
12,234
+554
+5% +$112K 0.08% 214
2024
Q1 		$2.46M Buy
11,680
+988
+9% +$197K 0.09% 208
2023
Q4 		$2.15M Buy
10,692
+78
+0.7% +$14K 0.09% 214
2023
Q3 		$1.88M Buy
10,614
+312
+3% +$58.6K 0.09% 209
2023
Q2 		$1.93M Sell
10,302
-216
-2% -$38.5K 0.1% 212
2023
Q1 		$1.88M Sell
10,518
-706
-6% -$130K 0.1% 188
2022
Q4 		$1.96M Sell
11,224
-1,719
-13% -$306K 0.12% 170
2022
Q3 		$2.19M Hold
12,943
– – 0.15% 132
2022
Q2 		$2.19M Buy
+12,943
New +$2.39M 0.15% 132
2021
Q4 		$2.81M Sell
12,640
-5,082
-29% -$1.15M 0.17% 120
2021
Q3 		$3.88M Sell
17,722
-1,096
-6% -$243K 0.12% 153
2021
Q2 		$4.32M Buy
18,818
+653
+4% +$147K 0.14% 136
2021
Q1 		$4.01M Buy
+18,165
New +$3.97M 0.14% 138

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Harbour Investments's IWM Position: Q1 2026 in Review

Harbour Investments increased its iShares Russell 2000 ETF (IWM) stake by 39% in Q1 2026, buying an estimated $2.49M and bringing the position to 34,626 shares worth $8.59M. The position accounts for 0.13% of the portfolio, ranked #142.

Harbour Investments first reported a position in IWM in Q1 2021 and has held it in 20 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Harbour Investments held 34,626 shares of iShares Russell 2000 ETF worth $8.59M as of Q1 2026.
  • Harbour Investments bought 9,666 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.49M.
  • iShares Russell 2000 ETF made up 0.13% of Harbour Investments's portfolio in Q1 2026, its #142 holding.
  • Harbour Investments first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 20 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.