Harvest Group Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$4.46M	Buy	69,831 +756	+1%	+$46.2K	2.77%	15
2022 Q4	$4.04M	Buy	+69,075	New	+$4.15M	2.65%	16
2022 Q3	–	Sell	-416	Closed	-$28K	–	187
2022 Q2	$28K	Hold	416	–	–	0.02%	79
2022 Q1	$32K	Sell	416 -588	-59%	-$44.2K	0.02%	60
2021 Q4	$84K	Hold	1,004	–	–	0.05%	38
2021 Q3	$74K	Sell	1,004 -92	-8%	-$7.01K	0.04%	37
2021 Q2	$80K	Buy	+1,096	New	+$75.9K	0.05%	33
2021 Q1	–	Sell	-1,096	Closed	-$70K	–	361
2020 Q4	$70K	Hold	1,096	–	–	0.04%	85
2020 Q3	$63K	Hold	1,096	–	–	0.04%	80
2020 Q2	$56K	Sell	1,096 -124	-10%	-$5.94K	0.05%	72
2020 Q1	$50K	Hold	1,220	–	–	0.05%	76
2019 Q4	$59K	Hold	1,220	–	–	0.05%	73
2019 Q3	$55K	Buy	+1,220	New	+$55.2K	0.07%	71

Other funds holding IVW

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Harvest Group Wealth Management's IVW Position: Q1 2023 in Review

Harvest Group Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 1.1% in Q1 2023, buying an estimated $46.2K and bringing the position to 69,831 shares worth $4.46M. The position accounts for 2.77% of the portfolio, ranked #15.

Harvest Group Wealth Management first reported a position in IVW in Q3 2019 and has held it in 13 quarters since. 1,260 funds tracked by Wall St. Rank hold IVW as of Q1 2023.

Harvest Group Wealth Management held 69,831 shares of iShares S&P 500 Growth ETF worth $4.46M as of Q1 2023.
Harvest Group Wealth Management bought 756 iShares S&P 500 Growth ETF shares in Q1 2023, an estimated $46.2K.
iShares S&P 500 Growth ETF made up 2.77% of Harvest Group Wealth Management's portfolio in Q1 2023, its #15 holding.
Harvest Group Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2019 and has held it in 13 quarters since.
1,260 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.