NAM
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North American Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

North American Management’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
2021
Q1 		$347K Hold
2,289
– – 0.05% 94
2020
Q4 		$313K Sell
2,289
-1,765
-44% -$226K 0.04% 97
2020
Q3 		$479K Sell
4,054
-81,923
-95% -$9.72M 0.07% 88
2020
Q2 		$9.68M Sell
85,977
-35,349
-29% -$3.89M 1.57% 27
2020
Q1 		$12M Buy
121,326
+38,030
+46% +$4.74M 2.18% 20
2019
Q4 		$11.4M Buy
+83,296
New +$11M 1.67% 24

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return