Harvest Group Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-8	Closed	-$2K	–	364
2020 Q4	$2K	Hold	8	–	–	﹤0.01%	365
2020 Q3	$1K	Sell	8 -9	-53%	-$1.35K	﹤0.01%	466
2020 Q2	$2K	Sell	17 -23	-58%	-$3.02K	﹤0.01%	306
2020 Q1	$4K	Hold	40	–	–	﹤0.01%	274
2019 Q4	$6K	Hold	40	–	–	0.01%	321
2019 Q3	$6K	Buy	40 +23	+135%	+$3.51K	0.01%	359
2019 Q2	$2K	Hold	17	–	–	﹤0.01%	551
2019 Q1	$3K	Buy	+17	New	+$2.56K	﹤0.01%	504

Other funds holding IWM

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2021, closing a stake of 8 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in IWM in Q1 2019 and held it in 8 quarters. The position peaked at $6K in Q4 2019. 1,822 funds tracked by Wall St. Rank hold IWM as of Q1 2021.

Harvest Group Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 8 iShares Russell 2000 ETF shares in Q1 2021, an estimated $2K.
Harvest Group Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's iShares Russell 2000 ETF position peaked at $6K in Q4 2019.
1,822 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2021.

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