HI
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Harbour Investments’s iShares Russell 2000 Value ETF IWN Stock Holding History

Harbour Investments’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.6M Buy
34,823
+2,284
+7% +$442K 0.1% 191
2025
Q4 		$5.9M Buy
32,539
+1,323
+4% +$238K 0.12% 158
2025
Q3 		$5.52M Buy
31,216
+1,975
+7% +$333K 0.13% 148
2025
Q2 		$4.61M Buy
29,241
+232
+0.8% +$34.5K 0.12% 158
2025
Q1 		$4.38M Buy
29,009
+3,275
+13% +$529K 0.13% 151
2024
Q4 		$4.22M Buy
25,734
+456
+2% +$77.8K 0.12% 145
2024
Q3 		$4.22M Buy
25,278
+706
+3% +$115K 0.13% 137
2024
Q2 		$3.74M Buy
24,572
+332
+1% +$50.8K 0.13% 149
2024
Q1 		$3.85M Buy
24,240
+4,560
+23% +$691K 0.14% 142
2023
Q4 		$3.06M Buy
19,680
+1,444
+8% +$200K 0.13% 154
2023
Q3 		$2.47M Sell
18,236
-3,154
-15% -$452K 0.12% 163
2023
Q2 		$3.01M Buy
21,390
+551
+3% +$74.5K 0.15% 134
2023
Q1 		$2.86M Buy
20,839
+321
+2% +$46.5K 0.16% 120
2022
Q4 		$2.85M Buy
20,518
+2,526
+14% +$357K 0.17% 113
2022
Q3 		$2.45M Hold
17,992
– – 0.17% 112
2022
Q2 		$2.45M Buy
+17,992
New +$2.68M 0.17% 112
2021
Q4 		$2.41M Sell
14,513
-1,497
-9% -$249K 0.14% 147
2021
Q3 		$2.56M Buy
16,010
+361
+2% +$58K 0.08% 218
2021
Q2 		$2.59M Buy
15,649
+319
+2% +$52.6K 0.08% 224
2021
Q1 		$2.44M Buy
+15,330
New +$2.32M 0.09% 210

Other funds holding IWN

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Harbour Investments's IWN Position: Q1 2026 in Review

Harbour Investments increased its iShares Russell 2000 Value ETF (IWN) stake by 7% in Q1 2026, buying an estimated $442K and bringing the position to 34,823 shares worth $6.6M. The position accounts for 0.1% of the portfolio, ranked #191.

Harbour Investments first reported a position in IWN in Q1 2021 and has held it in 20 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Harbour Investments held 34,823 shares of iShares Russell 2000 Value ETF worth $6.6M as of Q1 2026.
  • Harbour Investments bought 2,284 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $442K.
  • iShares Russell 2000 Value ETF made up 0.1% of Harbour Investments's portfolio in Q1 2026, its #191 holding.
  • Harbour Investments first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and has held it in 20 quarters since.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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