HARBOR INVESTMENT ADVISORY, LLC SMIN — ISHARES MSCI INDIA SMALL CAP ETF

Ownership history in HARBOR INVESTMENT ADVISORY, LLC  ·  11 quarters on record

AI Ownership Summary

HARBOR INVESTMENT ADVISORY, LLC reported ISHARES MSCI INDIA SMALL CAP ETF (SMIN) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.04% in 2024 Q3. The latest visible filing shows SMIN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SMIN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HARBOR INVESTMENT ADVISORY, LLC's position in ISHARES MSCI INDIA SMALL CAP ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SMIN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SMIN stock page HARBOR INVESTMENT ADVISORY, LLC fund profile HARBOR INVESTMENT ADVISORY, LLC full holdings
How HARBOR INVESTMENT ADVISORY, LLC held SMIN — position size vs. price
% of Fund (quarterly)    SMIN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 400 -50 -11.1% 0.00% $28K 2026-07-07 $69.81
2026 Q1 REDUCED 47.7% +16.3% ❌ 450 -410 -47.7% 0.00% $27K 2026-04-23 $66.63
2025 Q4 REDUCED 10.4% -14.2% ✅ 860 -100 -10.4% 0.00% $60K 2026-01-07 $70.19
2025 Q3 REDUCED — — — 960 -3 -0.3% 0.01% $69K 2025-10-27 $73.20
2025 Q2 REDUCED — — — 963 -50 -4.9% 0.01% $74K 2025-07-01 $75.40
2025 Q1 REDUCED 76.0% +13.3% ❌ 1,013 -3,200 -76.0% 0.01% $69K 2025-04-09 $66.27
2024 Q4 REDUCED 15.5% -10.9% ✅ 4,213 -770 -15.5% 0.03% $322K 2025-01-16 $70.91
2024 Q3 ADDED — — — 4,983 +820 +19.7% 0.04% $429K 2024-10-04 $77.62
2024 Q2 ADDED — — — 4,163 +80 +2.0% 0.04% $337K 2024-07-19 $74.41
2024 Q1 UNCHANGED — — — 4,083 — 0% 0.03% $287K 2024-04-12 $66.88
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SMIN

As of 2026 Q2 — sorted by position size

Crumly & Associates Inc. 3Y 2.59% Finley Financial, LLC 0.03% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.02%

FAQ About HARBOR INVESTMENT ADVISORY, LLC and SMIN

These are the practical questions this page is built to answer before you even open the full history table.

How long has HARBOR INVESTMENT ADVISORY, LLC reported owning SMIN?

HARBOR INVESTMENT ADVISORY, LLC reported SMIN across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SMIN position in HARBOR INVESTMENT ADVISORY, LLC's portfolio?

The largest reported portfolio weight for SMIN was 0.04% in 2024 Q3.

What is the latest reported SMIN position on this page?

The most recent filing on this page is 2026 Q2, when HARBOR INVESTMENT ADVISORY, LLC reported 400 shares, equal to 0.00% of portfolio, with an estimated market value of $28K.

What does the chart on this SMIN ownership page compare?

The chart compares HARBOR INVESTMENT ADVISORY, LLC's quarterly SMIN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HARBOR INVESTMENT ADVISORY, LLC time their SMIN position?

Based on 13F filing dates vs. subsequent SMIN price moves, HARBOR INVESTMENT ADVISORY, LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on SMIN relative to SPY over the holding period was -15.2%.

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