Ownership history in Harbor Group, Inc. · 21 quarters on record
This page tracks every 13F SEC filing in which Harbor Group, Inc. reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 31,489 | +296 | +0.9% | 3.23% | $21.6M | $683.12 |
| 2025 Q3 | ADDED | 31,193 | +1,631 | +5.5% | 3.32% | $20.9M | $665.17 |
| 2025 Q2 | ADDED | 29,562 | +2,439 | +9.0% | 3.25% | $18.4M | $615.21 |
| 2025 Q1 | ADDED | 27,123 | +1,074 | +4.1% | 3.04% | $15.2M | $555.02 |
| 2024 Q4 | ADDED | 26,049 | +182 | +0.7% | 3.44% | $15.3M | $579.67 |
| 2024 Q3 | ADDED | 25,867 | +181 | +0.7% | 3.45% | $14.9M | $566.00 |
| 2024 Q2 | ADDED | 25,686 | +1,055 | +4.3% | 3.60% | $14.1M | $534.89 |
| 2024 Q1 | ADDED | 24,631 | +901 | +3.8% | 3.41% | $12.9M | $512.33 |
| 2023 Q4 | REDUCED | 23,730 | -238 | -1.0% | 3.25% | $11.3M | $463.98 |
| 2023 Q3 | ADDED | 23,968 | +1,265 | +5.6% | 5.80% | $10.3M | $415.48 |
As of 2025 Q4 — sorted by position size