HI
IWV icon

Harbour Investments’s iShares Russell 3000 ETF IWV Stock Holding History

Harbour Investments’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$468K Sell
1,098
-72
-6% -$29.7K 0.01% 1148
2026
Q1 		$434K Buy
1,170
+1
+0.1% +$387 0.01% 1120
2025
Q4 		$452K Buy
1,169
+218
+23% +$83.7K 0.01% 898
2025
Q3 		$360K Hold
951
– – 0.01% 953
2025
Q2 		$334K Hold
951
– – 0.01% 939
2025
Q1 		$302K Sell
951
-102
-10% -$34.2K 0.01% 923
2024
Q4 		$352K Buy
1,053
+1
+0.1% +$337 0.01% 817
2024
Q3 		$344K Sell
1,052
-102
-9% -$32.1K 0.01% 799
2024
Q2 		$356K Buy
1,154
+71
+7% +$21.2K 0.01% 735
2024
Q1 		$325K Hold
1,083
– – 0.01% 743
2023
Q4 		$297K Buy
1,083
+204
+23% +$52K 0.01% 715
2023
Q3 		$215K Hold
879
– – 0.01% 765
2023
Q2 		$224K Hold
879
– – 0.01% 757
2023
Q1 		$207K Buy
879
+65
+8% +$15K 0.01% 760
2022
Q4 		$180K Sell
814
-1
-0.1% -$222 0.01% 775
2022
Q3 		$177K Hold
815
– – 0.01% 731
2022
Q2 		$177K Buy
+815
New +$193K 0.01% 731
2021
Q4 		$226K Hold
815
– – 0.01% 672
2021
Q3 		$208K Sell
815
-239
-23% -$62.6K 0.01% 1001
2021
Q2 		$270K Sell
1,054
-922
-47% -$230K 0.01% 906
2021
Q1 		$469K Buy
+1,976
New +$459K 0.02% 628

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Harbour Investments's IWV Position: Q2 2026 in Review

Harbour Investments reduced its iShares Russell 3000 ETF (IWV) stake by 6.2% in Q2 2026, selling an estimated $29.7K and leaving 1,098 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #1148.

Harbour Investments first reported a position in IWV in Q1 2021 and has held it in 21 quarters since. The position peaked at $469K in Q1 2021. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Harbour Investments held 1,098 shares of iShares Russell 3000 ETF worth $468K as of Q2 2026.
  • Harbour Investments sold 72 iShares Russell 3000 ETF shares in Q2 2026, an estimated $29.7K.
  • iShares Russell 3000 ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1148 holding.
  • Harbour Investments first reported a position in iShares Russell 3000 ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's iShares Russell 3000 ETF position peaked at $469K in Q1 2021.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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