HGWM
IWO icon

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

Harvest Group Wealth Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$276K Sell
1,219
-212
-15% -$48.5K 0.17% 47
2022
Q4 		$307K Sell
1,431
-20
-1% -$4.38K 0.2% 48
2022
Q3 		$310K Sell
1,451
-64
-4% -$14.4K 0.21% 50
2022
Q2 		$345K Buy
+1,515
New +$338K 0.21% 49
2020
Q4 		– Sell
-70
Closed -$17.8K – 744
2020
Q3 		$16K Hold
70
– – 0.01% 186
2020
Q2 		$14K Hold
70
– – 0.01% 189
2020
Q1 		$11K Hold
70
– – 0.01% 196
2019
Q4 		$15K Hold
70
– – 0.01% 189
2019
Q3 		$13K Buy
70
+55
+367% +$10.9K 0.02% 222
2019
Q2 		$3K Buy
+15
New +$2.97K ﹤0.01% 456

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return