HFM
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Harvest Fund Management’s iShares Russell 3000 ETF IWV Stock Holding History

Harvest Fund Management’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1
Closed – – 573
2020
Q2 		$0 Hold
1
– – ﹤0.01% 485
2020
Q1 		$0 Hold
1
– – ﹤0.01% 441
2019
Q4 		$0 Hold
1
– – ﹤0.01% 448
2019
Q3 		$0 Hold
1
– – ﹤0.01% 416
2019
Q2 		$0 Hold
1
– – ﹤0.01% 403
2019
Q1 		$0 Hold
1
– – ﹤0.01% 375
2018
Q4 		$0 Hold
1
– – ﹤0.01% 388
2018
Q3 		$0 Hold
1
– – ﹤0.01% 452
2018
Q2 		$0 Hold
1
– – ﹤0.01% 317
2018
Q1 		$0 Hold
1
– – ﹤0.01% 254
2017
Q4 		$0 Hold
1
– – ﹤0.01% 237
2017
Q3 		$0 Hold
1
– – ﹤0.01% 205
2017
Q2 		$0 Hold
1
– – ﹤0.01% 223
2017
Q1 		$0 Hold
1
– – ﹤0.01% 216
2016
Q4 		$0 Buy
+1
New +$130 ﹤0.01% 211

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harvest Fund Management's IWV Position: Q3 2020 in Review

Harvest Fund Management sold out of iShares Russell 3000 ETF (IWV) in Q3 2020, closing a stake of 1 share.

Harvest Fund Management first reported a position in IWV in Q4 2016 and held it in 15 quarters. The position peaked at $0 in Q2 2020. 517 funds tracked by Wall St. Rank hold IWV as of Q3 2020.

  • Harvest Fund Management reported no remaining iShares Russell 3000 ETF position as of Q3 2020 after selling out during the quarter.
  • Harvest Fund Management sold 1 iShares Russell 3000 ETF share in Q3 2020.
  • Harvest Fund Management first reported a position in iShares Russell 3000 ETF in Q4 2016 and held it in 15 quarters.
  • Harvest Fund Management's iShares Russell 3000 ETF position peaked at $0 in Q2 2020.
  • 517 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2020.

Based on Harvest Fund Management's 13F filing for Q3 2020, filed 4 Nov 2020.