Harvest Group Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Harvest Group Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-272	Closed	-$102K	–	360
2020 Q4	$102K	Buy	272 +159	+141%	+$56.6K	0.06%	67
2020 Q3	$38K	Hold	113	–	–	0.03%	107
2020 Q2	$35K	Hold	113	–	–	0.03%	104
2020 Q1	$29K	Hold	113	–	–	0.03%	109
2019 Q4	$36K	Hold	113	–	–	0.03%	102
2019 Q3	$34K	Sell	113 -50	-31%	-$14.9K	0.04%	102
2019 Q2	$48K	Buy	163 +3	+2%	+$869	0.06%	70
2019 Q1	$46K	Buy	+160	New	+$43.8K	0.04%	94

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Harvest Group Wealth Management's IVV Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2021, closing a stake of 272 shares — an estimated $102K sold.

Harvest Group Wealth Management first reported a position in IVV in Q1 2019 and held it in 8 quarters. The position peaked at $102K in Q4 2020. 2,205 funds tracked by Wall St. Rank hold IVV as of Q1 2021.

Harvest Group Wealth Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 272 iShares Core S&P 500 ETF shares in Q1 2021, an estimated $102K.
Harvest Group Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's iShares Core S&P 500 ETF position peaked at $102K in Q4 2020.
2,205 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.