1 North Wealth Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

1 North Wealth Services’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
2019 Q4	$18K	Hold	308	–	–	0.01%	158
2019 Q3	$17K	Buy	+308	New	+$17.2K	0.01%	127
2019 Q1	$17K	Hold	308	–	–	0.01%	118
2018 Q4	$14K	Buy	+308	New	+$15.5K	0.01%	126

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

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

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

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

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

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

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

1 North Wealth Services held its iShares Russell Mid-Cap ETF (IWR) position steady in Q4 2019 at 308 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #158.

1 North Wealth Services first reported a position in IWR in Q4 2018 and has held it in 4 quarters since. 886 funds tracked by Wall St. Rank hold IWR as of Q4 2019.

1 North Wealth Services held 308 shares of iShares Russell Mid-Cap ETF worth $18K as of Q4 2019.
1 North Wealth Services left its iShares Russell Mid-Cap ETF share count unchanged in Q4 2019.
iShares Russell Mid-Cap ETF made up 0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #158 holding.
1 North Wealth Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 4 quarters since.
886 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2019.

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