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

Harvest Investment Services’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 		$3.95M Buy
13,156
+1,244
+10% +$350K 0.61% 42
2026
Q1 		$2.95M Buy
11,912
+3,050
+34% +$787K 0.54% 52
2025
Q4 		$2.18M Sell
8,862
-916
-9% -$225K 0.41% 67
2025
Q3 		$2.37M Sell
9,778
-564
-5% -$129K 0.48% 64
2025
Q2 		$2.23M Buy
10,342
+4,008
+63% +$807K 0.5% 47
2025
Q1 		$1.26M Sell
6,334
-3,515
-36% -$762K 0.35% 67
2024
Q4 		$2.18M Buy
9,849
+522
+6% +$119K 0.53% 52
2024
Q3 		$2.06M Buy
9,327
+1,942
+26% +$416K 0.66% 43
2024
Q2 		$1.5M Sell
7,385
-1,709
-19% -$345K 0.59% 43
2024
Q1 		$1.91M Sell
9,094
-388
-4% -$77.4K 0.77% 39
2023
Q4 		$1.9M Buy
9,482
+3,956
+72% +$709K 0.88% 28
2023
Q3 		$977K Sell
5,526
-3,819
-41% -$717K 0.63% 43
2023
Q2 		$1.75M Buy
9,345
+3,169
+51% +$565K 1% 30
2023
Q1 		$1.1M Sell
6,176
-575
-9% -$106K 0.85% 35
2022
Q4 		$1.18M Sell
6,751
-1,118
-14% -$199K 1.26% 21
2022
Q3 		$1.3M Buy
+7,869
New +$1.44M 1.59% 15
2022
Q2 		– Sell
-17,042
Closed -$3.5M – 170
2022
Q1 		$3.5M Sell
17,042
-581
-3% -$119K 2.09% 9
2021
Q4 		$3.92M Sell
17,623
-1,334
-7% -$301K 1.65% 7
2021
Q3 		$4.15M Sell
18,957
-699
-4% -$155K 1.69% 5
2021
Q2 		$4.51M Sell
19,656
-1,028
-5% -$231K 1.89% 5
2021
Q1 		$4.57M Sell
20,684
-1,676
-7% -$366K 2.06% 5
2020
Q4 		$4.38M Buy
22,360
+8,612
+63% +$1.51M 2.26% 5
2020
Q3 		$2.06M Sell
13,748
-10,961
-44% -$1.65M 1.18% 15
2020
Q2 		$3.54M Buy
24,709
+20,468
+483% +$2.69M 2.1% 5
2020
Q1 		$485K Sell
4,241
-17,472
-80% -$2.6M 0.65% 45
2019
Q4 		$3.6M Sell
21,713
-4,744
-18% -$750K 1.91% 14
2019
Q3 		$3.92M Sell
26,457
-4,639
-15% -$708K 1.97% 9
2019
Q2 		$4.85M Buy
31,096
+25,191
+427% +$3.88M 2.76% 7
2019
Q1 		$913K Sell
5,905
-11,200
-65% -$1.68M 0.53% 51
2018
Q4 		$2.5M Buy
+17,105
New +$2.55M 2.3% 9

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Harvest Investment Services increased its iShares Russell 2000 ETF (IWM) stake by 10% in Q2 2026, buying an estimated $350K and bringing the position to 13,156 shares worth $3.95M. The position accounts for 0.61% of the portfolio, ranked #42.

Harvest Investment Services first reported a position in IWM in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.85M in Q2 2019. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Harvest Investment Services held 13,156 shares of iShares Russell 2000 ETF worth $3.95M as of Q2 2026.
  • Harvest Investment Services bought 1,244 iShares Russell 2000 ETF shares in Q2 2026, an estimated $350K.
  • iShares Russell 2000 ETF made up 0.61% of Harvest Investment Services's portfolio in Q2 2026, its #42 holding.
  • Harvest Investment Services first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 30 quarters since.
  • Harvest Investment Services's iShares Russell 2000 ETF position peaked at $4.85M in Q2 2019.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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