Harvest Group Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-9	Closed	-$1K	–	363
2020 Q4	$1K	Hold	9	–	–	﹤0.01%	485
2020 Q3	$1K	Hold	9	–	–	﹤0.01%	465
2020 Q2	$0	Hold	9	–	–	﹤0.01%	660
2020 Q1	$0	Hold	9	–	–	﹤0.01%	733
2019 Q4	$0	Hold	9	–	–	﹤0.01%	996
2019 Q3	$1K	Hold	9	–	–	﹤0.01%	867
2019 Q2	$0	Sell	9 -5	-36%	-$464	﹤0.01%	955
2019 Q1	$1K	Buy	+14	New	+$1.29K	﹤0.01%	787

Other funds holding IWC

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of iShares Micro-Cap ETF (IWC) in Q1 2021, closing a stake of 9 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in IWC in Q1 2019 and held it in 8 quarters. The position peaked at $1K in Q4 2020. 209 funds tracked by Wall St. Rank hold IWC as of Q1 2021.

Harvest Group Wealth Management reported no remaining iShares Micro-Cap ETF position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 9 iShares Micro-Cap ETF shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in iShares Micro-Cap ETF in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's iShares Micro-Cap ETF position peaked at $1K in Q4 2020.
209 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2021.

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