HGWM
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Harvest Group Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Harvest Group Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$4.26M Buy
+18,921
New +$4.16M 2.65% 16
2021
Q1 		– Sell
-50
Closed -$11K – 362
2020
Q4 		$11K Hold
50
– – 0.01% 221
2020
Q3 		$9K Hold
50
– – 0.01% 232
2020
Q2 		$8K Buy
50
+25
+100% +$4.04K 0.01% 229
2020
Q1 		$3K Hold
25
– – ﹤0.01% 288
2019
Q4 		$4K Hold
25
– – ﹤0.01% 426
2019
Q3 		$4K Buy
+25
New +$4.1K ﹤0.01% 474

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return