HI
IWP icon

Harbour Investments’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Harbour Investments’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.85M Buy
46,780
+351
+0.8% +$48.4K 0.09% 208
2026
Q1 		$5.95M Buy
46,429
+9,834
+27% +$1.33M 0.09% 207
2025
Q4 		$5.01M Buy
36,595
+1,653
+5% +$231K 0.1% 194
2025
Q3 		$4.98M Sell
34,942
-1,154
-3% -$163K 0.11% 170
2025
Q2 		$5.01M Buy
36,096
+1,246
+4% +$158K 0.13% 149
2025
Q1 		$4.09M Buy
34,850
+997
+3% +$128K 0.12% 159
2024
Q4 		$4.29M Buy
33,853
+5,693
+20% +$724K 0.12% 144
2024
Q3 		$3.3M Buy
28,160
+1,983
+8% +$222K 0.1% 172
2024
Q2 		$2.89M Buy
26,177
+3,240
+14% +$356K 0.1% 192
2024
Q1 		$2.62M Buy
22,937
+2,610
+13% +$282K 0.09% 201
2023
Q4 		$2.12M Buy
20,327
+5,965
+42% +$565K 0.09% 218
2023
Q3 		$1.31M Sell
14,362
-1,297
-8% -$124K 0.07% 280
2023
Q2 		$1.51M Sell
15,659
-139
-0.9% -$12.7K 0.08% 252
2023
Q1 		$1.44M Buy
15,798
+1,441
+10% +$129K 0.08% 246
2022
Q4 		$1.2M Buy
14,357
+743
+5% +$62.5K 0.07% 258
2022
Q3 		$1.08M Hold
13,614
– – 0.07% 267
2022
Q2 		$1.08M Buy
+13,614
New +$1.19M 0.07% 267
2021
Q4 		$1.17M Sell
10,134
-14,080
-58% -$1.64M 0.07% 267
2021
Q3 		$2.71M Sell
24,214
-2,632
-10% -$303K 0.09% 207
2021
Q2 		$3.04M Sell
26,846
-4,370
-14% -$467K 0.1% 199
2021
Q1 		$3.19M Buy
+31,216
New +$3.26M 0.11% 164

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Harbour Investments's IWP Position: Q2 2026 in Review

Harbour Investments increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.76% in Q2 2026, buying an estimated $48.4K and bringing the position to 46,780 shares worth $6.85M. The position accounts for 0.09% of the portfolio, ranked #208.

Harbour Investments first reported a position in IWP in Q1 2021 and has held it in 21 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Harbour Investments held 46,780 shares of iShares Russell Mid-Cap Growth ETF worth $6.85M as of Q2 2026.
  • Harbour Investments bought 351 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $48.4K.
  • iShares Russell Mid-Cap Growth ETF made up 0.09% of Harbour Investments's portfolio in Q2 2026, its #208 holding.
  • Harbour Investments first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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