HI
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Harbour Investments’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Harbour Investments’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.32M Sell
21,070
-559
-3% -$58.8K 0.03% 492
2026
Q1 		$2.1M Buy
21,629
+14,968
+225% +$1.5M 0.03% 480
2025
Q4 		$641K Sell
6,661
-217
-3% -$20.9K 0.01% 756
2025
Q3 		$664K Buy
6,878
+291
+4% +$27.6K 0.02% 710
2025
Q2 		$606K Sell
6,587
-47
-0.7% -$4.06K 0.02% 703
2025
Q1 		$564K Sell
6,634
-51
-0.8% -$4.55K 0.02% 674
2024
Q4 		$591K Sell
6,685
-518
-7% -$47K 0.02% 654
2024
Q3 		$635K Buy
7,203
+701
+11% +$59.1K 0.02% 580
2024
Q2 		$527K Buy
6,502
+70
+1% +$5.7K 0.02% 585
2024
Q1 		$541K Sell
6,432
-386
-6% -$30.6K 0.02% 563
2023
Q4 		$530K Buy
6,818
+424
+7% +$30.1K 0.02% 521
2023
Q3 		$443K Buy
6,394
+114
+2% +$8.32K 0.02% 525
2023
Q2 		$459K Buy
6,280
+104
+2% +$7.23K 0.02% 520
2023
Q1 		$432K Buy
6,176
+370
+6% +$26.1K 0.02% 514
2022
Q4 		$392K Sell
5,806
-5,427
-48% -$366K 0.02% 521
2022
Q3 		$726K Hold
11,233
– – 0.05% 343
2022
Q2 		$726K Buy
+11,233
New +$800K 0.05% 343
2021
Q4 		$989K Sell
11,912
-14,013
-54% -$1.15M 0.06% 305
2021
Q3 		$2.03M Sell
25,925
-194
-0.7% -$15.5K 0.06% 279
2021
Q2 		$2.07M Sell
26,119
-567
-2% -$44K 0.07% 272
2021
Q1 		$1.97M Buy
+26,686
New +$1.93M 0.07% 255

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harbour Investments's IWR Position: Q2 2026 in Review

Harbour Investments reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.6% in Q2 2026, selling an estimated $58.8K and leaving 21,070 shares worth $2.32M. The position accounts for 0.03% of the portfolio, ranked #492.

Harbour Investments first reported a position in IWR in Q1 2021 and has held it in 21 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Harbour Investments held 21,070 shares of iShares Russell Mid-Cap ETF worth $2.32M as of Q2 2026.
  • Harbour Investments sold 559 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $58.8K.
  • iShares Russell Mid-Cap ETF made up 0.03% of Harbour Investments's portfolio in Q2 2026, its #492 holding.
  • Harbour Investments first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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