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

Harvest Group Wealth Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-134
Closed -$11K – 661
2020
Q1 		$11K Hold
134
– – 0.01% 195
2019
Q4 		$17K Buy
134
+1
+0.8% +$124 0.01% 173
2019
Q3 		$16K Buy
133
+108
+432% +$12.8K 0.02% 187
2019
Q2 		$3K Buy
+25
New +$3.02K ﹤0.01% 455

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Harvest Group Wealth Management's IWN Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2020, closing a stake of 134 shares — an estimated $11K sold.

Harvest Group Wealth Management first reported a position in IWN in Q2 2019 and held it in 4 quarters. The position peaked at $17K in Q4 2019. 631 funds tracked by Wall St. Rank hold IWN as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 134 iShares Russell 2000 Value ETF shares in Q2 2020, an estimated $11K.
  • Harvest Group Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q2 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's iShares Russell 2000 Value ETF position peaked at $17K in Q4 2019.
  • 631 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.