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iShares Russell 2000 Value Index shares owned by 1 North Wealth Services

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by 1 North Wealth Services from 13F filings

Historical chart of 1 North Wealth Services investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index held by 1 North Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Value Index by 1 North Wealth Services

Quarter filed Position value Share count Share price at filing
2019-12-31 $10k 78 128.21
2019-09-30 $9.0k 78 115.38
2019-03-31 $9.0k 78 115.38
2018-12-31 $8.0k 78 102.56

More positions owned by 1 North Wealth Services

iShares Barclays 20+ Yr Treas.Bond (TLT)
Utilities SPDR (XLU)
Ishares Tr fltg rate nt (FLOT)
iShares Barclays TIPS Bond Fund (TIP)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
First Trust Iv Enhanced Short (FTSM)
SPDR Gold Trust (GLD)
First Tr Exchange Traded Fd senior ln (FTSL)
First Tr Exchange Traded Fd fst low mtg etf (LMBS)
iShares Lehman Aggregate Bond (AGG)
Invesco Qqq Trust Series 1 (QQQ)
Medical Properties Trust (MPW)
Apple (AAPL)
iShares Lehman MBS Bond Fund (MBB)
SPDR Dow Jones Industrial Average ETF (DIA)

View all positions for 1 North Wealth Services

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Morgan Stanley
Tiaa Trust, National Association
Jones Financial Companies, L.L
Envestnet Asset Management
Alaska Permanent Fund Corp
Starboard Value
Pnc Financial Services
M^T Bank Corporation
Goldman Sachs Group
D.A. Davidson & Co.
LPL Financial
Commonwealth Equity Services
Wells Fargo & Company
Us Bancorp

View all funds holding iShares Russell 2000 Value Index