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

Harbour Investments’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$518K Buy
3,555
+2,254
+173% +$335K 0.01% 1041
2025
Q4 		$184K Sell
1,301
-830
-39% -$116K ﹤0.01% 1327
2025
Q3 		$298K Sell
2,131
-23
-1% -$3.14K 0.01% 1062
2025
Q2 		$285K Sell
2,154
-751
-26% -$94.2K 0.01% 1020
2025
Q1 		$366K Sell
2,905
-286
-9% -$37.2K 0.01% 840
2024
Q4 		$413K Sell
3,191
-166
-5% -$22.2K 0.01% 765
2024
Q3 		$444K Buy
3,357
+4
+0.1% +$505 0.01% 701
2024
Q2 		$405K Buy
3,353
+153
+5% +$18.6K 0.01% 684
2024
Q1 		$401K Buy
3,200
+1
+0% +$118 0.01% 670
2023
Q4 		$372K Sell
3,199
-175
-5% -$18.6K 0.02% 636
2023
Q3 		$352K Sell
3,374
-30
-0.9% -$3.31K 0.02% 597
2023
Q2 		$374K Sell
3,404
-141
-4% -$14.9K 0.02% 588
2023
Q1 		$376K Buy
3,545
+1,467
+71% +$160K 0.02% 552
2022
Q4 		$219K Buy
2,078
+166
+9% +$17.4K 0.01% 718
2022
Q3 		$194K Hold
1,912
– – 0.01% 705
2022
Q2 		$194K Buy
+1,912
New +$214K 0.01% 705
2021
Q4 		$138K Sell
1,131
-11,251
-91% -$1.34M 0.01% 840
2021
Q3 		$1.4M Sell
12,382
-1,555
-11% -$180K 0.04% 370
2021
Q2 		$1.6M Buy
13,937
+174
+1% +$19.9K 0.05% 339
2021
Q1 		$1.5M Buy
+13,763
New +$1.43M 0.05% 311

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Harbour Investments's IWS Position: Q1 2026 in Review

Harbour Investments increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 173% in Q1 2026, buying an estimated $335K and bringing the position to 3,555 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #1041.

Harbour Investments first reported a position in IWS in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.6M in Q2 2021. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Harbour Investments held 3,555 shares of iShares Russell Mid-Cap Value ETF worth $518K as of Q1 2026.
  • Harbour Investments bought 2,254 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $335K.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1041 holding.
  • Harbour Investments first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's iShares Russell Mid-Cap Value ETF position peaked at $1.6M in Q2 2021.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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