Harvest Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Harvest Investment Advisors’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	$13.3M	Buy	44,377 +67	+0.2%	+$18.8K	6.62%	3
2026 Q1	$11M	Buy	44,310 +793	+2%	+$205K	6.11%	3
2025 Q4	$10.7M	Buy	43,517 +1,850	+4%	+$455K	6.07%	3
2025 Q3	$10.1M	Buy	41,667 +447	+1%	+$103K	5.92%	3
2025 Q2	$8.89M	Sell	41,220 -680	-2%	-$137K	5.72%	3
2025 Q1	$8.36M	Buy	41,900 +1,583	+4%	+$343K	6.04%	3
2024 Q4	$8.91M	Buy	40,317 +588	+1%	+$134K	6.16%	3
2024 Q3	$8.78M	Buy	39,729 +2,859	+8%	+$612K	5.97%	3
2024 Q2	$7.48M	Buy	36,870 +1,768	+5%	+$357K	5.52%	3
2024 Q1	$7.38M	Buy	35,102 +2,843	+9%	+$567K	5.52%	3
2023 Q4	$6.47M	Buy	32,259 +371	+1%	+$66.5K	5.2%	3
2023 Q3	$5.64M	Buy	31,888 +323	+1%	+$60.6K	5.05%	3
2023 Q2	$5.91M	Buy	31,565 +148	+0.5%	+$26.4K	5.06%	3
2023 Q1	$5.6M	Buy	31,417 +803	+3%	+$148K	4.99%	3
2022 Q4	$5.34M	Buy	+30,614	New	+$5.44M	5.01%	3

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

Harvest Investment Advisors's IWM Position: Q2 2026 in Review

Harvest Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.15% in Q2 2026, buying an estimated $18.8K and bringing the position to 44,377 shares worth $13.3M. The position accounts for 6.62% of the portfolio, ranked #3.

Harvest Investment Advisors first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Harvest Investment Advisors held 44,377 shares of iShares Russell 2000 ETF worth $13.3M as of Q2 2026.
Harvest Investment Advisors bought 67 iShares Russell 2000 ETF shares in Q2 2026, an estimated $18.8K.
iShares Russell 2000 ETF made up 6.62% of Harvest Investment Advisors's portfolio in Q2 2026, its #3 holding.
Harvest Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Harvest Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.