1 North Wealth Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

1 North Wealth Services’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$39K	Buy	880 +160	+22%	+$6.68K	0.02%	104
2019 Q3	$29K	Buy	+720	New	+$28.9K	0.02%	91
2019 Q1	$27K	Hold	720	–	–	0.02%	89
2018 Q4	$24K	Buy	+720	New	+$25.4K	0.02%	95

Other funds holding IWF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

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

1 North Wealth Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 22% in Q4 2019, buying an estimated $6.68K and bringing the position to 880 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #104.

1 North Wealth Services first reported a position in IWF in Q4 2018 and has held it in 4 quarters since. 1,284 funds tracked by Wall St. Rank hold IWF as of Q4 2019.

1 North Wealth Services held 880 shares of iShares Russell 1000 Growth ETF worth $39K as of Q4 2019.
1 North Wealth Services bought 160 iShares Russell 1000 Growth ETF shares in Q4 2019, an estimated $6.68K.
iShares Russell 1000 Growth ETF made up 0.02% of 1 North Wealth Services's portfolio in Q4 2019, its #104 holding.
1 North Wealth Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 4 quarters since.
1,284 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2019.

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