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IAG Wealth Partners’s Harbor Long-Term Growers ETF WINN Stock Holding History

IAG Wealth Partners’s Portfolio WINN Stock Details WINN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.5K Hold
724
– – ﹤0.01% 294
2026
Q1 		$20.1K Buy
724
+119
+20% +$3.53K ﹤0.01% 303
2025
Q4 		$18.8K Sell
605
-95
-14% -$2.98K ﹤0.01% 297
2025
Q3 		$21.8K Hold
700
– – ﹤0.01% 296
2025
Q2 		$20.4K Hold
700
– – ﹤0.01% 282
2025
Q1 		$17.1K Buy
+700
New +$18.8K ﹤0.01% 283

Other funds holding WINN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Auctus Advisors Charlotte, North Carolina $119M AUM
TCM
Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

IAG Wealth Partners's WINN Position: Q2 2026 in Review

IAG Wealth Partners held its Harbor Long-Term Growers ETF (WINN) position steady in Q2 2026 at 724 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

IAG Wealth Partners first reported a position in WINN in Q1 2025 and has held it in 6 quarters since. 115 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

  • IAG Wealth Partners held 724 shares of Harbor Long-Term Growers ETF worth $23.5K as of Q2 2026.
  • IAG Wealth Partners left its Harbor Long-Term Growers ETF share count unchanged in Q2 2026.
  • Harbor Long-Term Growers ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #294 holding.
  • IAG Wealth Partners first reported a position in Harbor Long-Term Growers ETF in Q1 2025 and has held it in 6 quarters since.
  • 115 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.