Harbour Trust & Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Harbour Trust & Investment Management’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$289K	Buy	963 +19	+2%	+$5.34K	0.03%	132
2026 Q1	$234K	Buy	944 +20	+2%	+$5.16K	0.02%	139
2025 Q4	$227K	Buy	+924	New	+$227K	0.02%	144
2024 Q4	–	Sell	-983	Closed	-$217K	–	161
2024 Q3	$217K	Buy	+983	New	+$210K	0.02%	154
2024 Q2	–	Sell	-983	Closed	-$207K	–	162
2024 Q1	$207K	Buy	+983	New	+$196K	0.03%	161

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harbour Trust & Investment Management's IWM Position: Q2 2026 in Review

Harbour Trust & Investment Management increased its iShares Russell 2000 ETF (IWM) stake by 2% in Q2 2026, buying an estimated $5.34K and bringing the position to 963 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #132.

Harbour Trust & Investment Management first reported a position in IWM in Q1 2024 and has held it in 5 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Harbour Trust & Investment Management held 963 shares of iShares Russell 2000 ETF worth $289K as of Q2 2026.
Harbour Trust & Investment Management bought 19 iShares Russell 2000 ETF shares in Q2 2026, an estimated $5.34K.
iShares Russell 2000 ETF made up 0.03% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #132 holding.
Harbour Trust & Investment Management first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 5 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.