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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-324	Closed	-$22K	–	365
2020 Q4	$22K	Hold	324	–	–	0.01%	165
2020 Q3	$19K	Hold	324	–	–	0.01%	171
2020 Q2	$17K	Hold	324	–	–	0.01%	169
2020 Q1	$13K	Hold	324	–	–	0.01%	179
2019 Q4	$19K	Hold	324	–	–	0.02%	163
2019 Q3	$18K	Sell	324 -128	-28%	-$7.16K	0.02%	179
2019 Q2	$25K	Buy	452 +128	+40%	+$7.02K	0.03%	131
2019 Q1	$17K	Buy	+324	New	+$16.8K	0.02%	179

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2021, closing a stake of 324 shares — an estimated $22K sold.

Harvest Group Wealth Management first reported a position in IWR in Q1 2019 and held it in 8 quarters. The position peaked at $25K in Q2 2019. 994 funds tracked by Wall St. Rank hold IWR as of Q1 2021.

Harvest Group Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 324 iShares Russell Mid-Cap ETF shares in Q1 2021, an estimated $22K.
Harvest Group Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's iShares Russell Mid-Cap ETF position peaked at $25K in Q2 2019.
994 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2021.

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