Harvest Group Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-220	Closed	-$20.9K	–	745
2020 Q3	$19K	Hold	220	–	–	0.01%	170
2020 Q2	$17K	Hold	220	–	–	0.01%	168
2020 Q1	$13K	Hold	220	–	–	0.01%	178
2019 Q4	$16K	Hold	220	–	–	0.01%	179
2019 Q3	$16K	Buy	+220	New	+$15.8K	0.02%	188

Other funds holding IWP

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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

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

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Harvest Group Wealth Management's IWP Position: Q4 2020 in Review

Harvest Group Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2020, closing a stake of 220 shares — an estimated $20.9K sold.

Harvest Group Wealth Management first reported a position in IWP in Q3 2019 and held it in 5 quarters. The position peaked at $19K in Q3 2020. 816 funds tracked by Wall St. Rank hold IWP as of Q4 2020.

Harvest Group Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
Harvest Group Wealth Management sold 220 iShares Russell Mid-Cap Growth ETF shares in Q4 2020, an estimated $20.9K.
Harvest Group Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2019 and held it in 5 quarters.
Harvest Group Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $19K in Q3 2020.
816 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2020.

Based on Harvest Group Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.