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Harbour Investments’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Harbour Investments’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$101K Sell
961
-66
-6% -$6.68K ﹤0.01% 2001
2026
Q1 		$95.2K Buy
1,027
+198
+24% +$18.8K ﹤0.01% 1977
2025
Q4 		$76.2K Buy
829
+418
+102% +$37.5K ﹤0.01% 1761
2025
Q3 		$36.1K Buy
411
+1
+0.2% +$86 ﹤0.01% 2044
2025
Q2 		$34.5K Sell
410
-256
-38% -$20.6K ﹤0.01% 1980
2025
Q1 		$54.8K Buy
666
+372
+127% +$30.6K ﹤0.01% 1717
2024
Q4 		$23.3K Sell
294
-325
-53% -$26.6K ﹤0.01% 2058
2024
Q3 		$50.3K Buy
619
+328
+113% +$25.6K ﹤0.01% 1649
2024
Q2 		$21.8K Buy
291
+1
+0.3% +$75 ﹤0.01% 1920
2024
Q1 		$22.1K Buy
290
+1
+0.3% +$72 ﹤0.01% 1910
2023
Q4 		$20.2K Buy
289
+4
+1% +$265 ﹤0.01% 1873
2023
Q3 		$18.6K Hold
285
– – ﹤0.01% 1770
2023
Q2 		$19.2K Buy
285
+1
+0.4% +$66 ﹤0.01% 1772
2023
Q1 		$18.5K Buy
+284
New +$18.6K ﹤0.01% 1777
2021
Q4 		– Sell
-273
Closed -$18K – 3168
2021
Q3 		$18K Hold
273
– – ﹤0.01% 2356
2021
Q2 		$18K Buy
273
+2
+0.7% +$133 ﹤0.01% 2392
2021
Q1 		$17K Buy
+271
New +$16.5K ﹤0.01% 2300

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Harbour Investments's IWX Position: Q2 2026 in Review

Harbour Investments reduced its iShares Russell Top 200 Value ETF (IWX) stake by 6.4% in Q2 2026, selling an estimated $6.68K and leaving 961 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

Harbour Investments first reported a position in IWX in Q1 2021 and has held it in 17 quarters since. 270 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Harbour Investments held 961 shares of iShares Russell Top 200 Value ETF worth $101K as of Q2 2026.
  • Harbour Investments sold 66 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $6.68K.
  • iShares Russell Top 200 Value ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2001 holding.
  • Harbour Investments first reported a position in iShares Russell Top 200 Value ETF in Q1 2021 and has held it in 17 quarters since.
  • 270 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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