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Harbour Investments’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Harbour Investments’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.08M Buy
2,745
+94
+4% +$34.3K 0.01% 788
2026
Q1 		$831K Sell
2,651
-53
-2% -$17.6K 0.01% 835
2025
Q4 		$873K Buy
2,704
+125
+5% +$40.7K 0.02% 647
2025
Q3 		$825K Buy
2,579
+2
+0.1% +$603 0.02% 633
2025
Q2 		$737K Buy
2,577
+262
+11% +$69K 0.02% 638
2025
Q1 		$592K Sell
2,315
-21
-0.9% -$5.93K 0.02% 655
2024
Q4 		$672K Sell
2,336
-14
-0.6% -$4.14K 0.02% 605
2024
Q3 		$667K Buy
2,350
+34
+1% +$9.31K 0.02% 570
2024
Q2 		$608K Buy
2,316
+6
+0.3% +$1.56K 0.02% 552
2024
Q1 		$626K Buy
2,310
+58
+3% +$14.8K 0.02% 516
2023
Q4 		$568K Buy
2,252
+303
+16% +$68.3K 0.02% 499
2023
Q3 		$437K Buy
1,949
+421
+28% +$101K 0.02% 530
2023
Q2 		$371K Sell
1,528
-19
-1% -$4.36K 0.02% 589
2023
Q1 		$351K Buy
1,547
+16
+1% +$3.66K 0.02% 580
2022
Q4 		$328K Sell
1,531
-33
-2% -$7.23K 0.02% 569
2022
Q3 		$323K Hold
1,564
– – 0.02% 523
2022
Q2 		$323K Buy
+1,564
New +$349K 0.02% 523
2021
Q4 		$479K Sell
1,634
-1,611
-50% -$486K 0.03% 439
2021
Q3 		$953K Buy
3,245
+455
+16% +$137K 0.03% 461
2021
Q2 		$870K Buy
2,790
+225
+9% +$67.7K 0.03% 493
2021
Q1 		$771K Buy
+2,565
New +$796K 0.03% 469

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Harbour Investments's IWO Position: Q2 2026 in Review

Harbour Investments increased its iShares Russell 2000 Growth ETF (IWO) stake by 3.5% in Q2 2026, buying an estimated $34.3K and bringing the position to 2,745 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #788.

Harbour Investments first reported a position in IWO in Q1 2021 and has held it in 21 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Harbour Investments held 2,745 shares of iShares Russell 2000 Growth ETF worth $1.08M as of Q2 2026.
  • Harbour Investments bought 94 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $34.3K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #788 holding.
  • Harbour Investments first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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