1 North Wealth Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

1 North Wealth Services’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
2019 Q4	$7K	Hold	32	–	–	﹤0.01%	225
2019 Q3	$6K	Buy	+32	New	+$6.34K	﹤0.01%	192
2019 Q1	$0	Hold	1	–	–	﹤0.01%	331
2018 Q4	$0	Buy	+1	New	+$187	﹤0.01%	298

Other funds holding IWO

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

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

1 North Wealth Services held its iShares Russell 2000 Growth ETF (IWO) position steady in Q4 2019 at 32 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

1 North Wealth Services first reported a position in IWO in Q4 2018 and has held it in 4 quarters since. 722 funds tracked by Wall St. Rank hold IWO as of Q4 2019.

1 North Wealth Services held 32 shares of iShares Russell 2000 Growth ETF worth $7K as of Q4 2019.
1 North Wealth Services left its iShares Russell 2000 Growth ETF share count unchanged in Q4 2019.
iShares Russell 2000 Growth ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #225 holding.
1 North Wealth Services first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 4 quarters since.
722 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2019.

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