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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Harvest Group Wealth Management opened a new position in iShares Russell 1000 ETF (IWB) in Q1 2023: 18,921 shares worth $4.26M. The stake represents 2.65% of the portfolio and ranks #16 among its holdings. This is a return to the name: Harvest Group Wealth Management previously reported a position in IWB as recently as Q4 2020.

Harvest Group Wealth Management first reported a position in IWB in Q3 2019 and has held it in 7 quarters since. 1,062 funds tracked by Wall St. Rank hold IWB as of Q1 2023.

Harvest Group Wealth Management held 18,921 shares of iShares Russell 1000 ETF worth $4.26M as of Q1 2023.
iShares Russell 1000 ETF was a new Harvest Group Wealth Management position in Q1 2023.
iShares Russell 1000 ETF made up 2.65% of Harvest Group Wealth Management's portfolio in Q1 2023, its #16 holding.
Harvest Group Wealth Management first reported a position in iShares Russell 1000 ETF in Q3 2019 and has held it in 7 quarters since.
1,062 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2023.

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