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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Harvest Group Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 15% in Q1 2023, selling an estimated $48.5K and leaving 1,219 shares worth $276K. The position accounts for 0.17% of the portfolio, ranked #47.

Harvest Group Wealth Management first reported a position in IWO in Q2 2019 and has held it in 10 quarters since. The position peaked at $345K in Q2 2022. 813 funds tracked by Wall St. Rank hold IWO as of Q1 2023.

Harvest Group Wealth Management held 1,219 shares of iShares Russell 2000 Growth ETF worth $276K as of Q1 2023.
Harvest Group Wealth Management sold 212 iShares Russell 2000 Growth ETF shares in Q1 2023, an estimated $48.5K.
iShares Russell 2000 Growth ETF made up 0.17% of Harvest Group Wealth Management's portfolio in Q1 2023, its #47 holding.
Harvest Group Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2019 and has held it in 10 quarters since.
Harvest Group Wealth Management's iShares Russell 2000 Growth ETF position peaked at $345K in Q2 2022.
813 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2023.

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