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
2025 Q4	$10.7M	Buy	+43,517	New	+$10.7M	6.07%	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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Harvest Investment Advisors's IWM Position: Q4 2025 in Review

Harvest Investment Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q4 2025: 43,517 shares worth $10.7M. The stake represents 6.07% of the portfolio and ranks #3 among its holdings. This is a return to the name: Harvest Investment Advisors previously reported a position in IWM as recently as Q2 2025.

Harvest Investment Advisors first reported a position in IWM in Q4 2022 and has held it in 12 quarters since. 2,590 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Harvest Investment Advisors held 43,517 shares of iShares Russell 2000 ETF worth $10.7M as of Q4 2025.
iShares Russell 2000 ETF was a new Harvest Investment Advisors position in Q4 2025.
iShares Russell 2000 ETF made up 6.07% of Harvest Investment Advisors's portfolio in Q4 2025, its #3 holding.
Harvest Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 12 quarters since.
2,590 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Harvest Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.