1NWS
IWD icon

1 North Wealth Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

1 North Wealth Services’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$26K Buy
190
+122
+179% +$16.1K 0.02% 132
2019
Q3 		$9K Buy
+68
New +$8.64K 0.01% 160

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

1 North Wealth Services's IWD Position: Q4 2019 in Review

1 North Wealth Services increased its iShares Russell 1000 Value ETF (IWD) stake by 179% in Q4 2019, buying an estimated $16.1K and bringing the position to 190 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #132.

1 North Wealth Services first reported a position in IWD in Q3 2019 and has held it in 2 quarters since. 1,109 funds tracked by Wall St. Rank hold IWD as of Q4 2019.

  • 1 North Wealth Services held 190 shares of iShares Russell 1000 Value ETF worth $26K as of Q4 2019.
  • 1 North Wealth Services bought 122 iShares Russell 1000 Value ETF shares in Q4 2019, an estimated $16.1K.
  • iShares Russell 1000 Value ETF made up 0.02% of 1 North Wealth Services's portfolio in Q4 2019, its #132 holding.
  • 1 North Wealth Services first reported a position in iShares Russell 1000 Value ETF in Q3 2019 and has held it in 2 quarters since.
  • 1,109 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.