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IVC Wealth Advisors’s Northwest Bancshares NWBI Stock Holding History

IVC Wealth Advisors’s Portfolio NWBI Stock Details NWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,550
Closed -$135K – 190
2025
Q2 		$135K Hold
10,550
– – 0.07% 172
2025
Q1 		$127K Hold
10,550
– – 0.07% 161
2024
Q4 		$139K Sell
10,550
-100
-0.9% -$1.39K 0.08% 150
2024
Q3 		$142K Hold
10,650
– – 0.08% 162
2024
Q2 		$123K Hold
10,650
– – 0.07% 163
2024
Q1 		$124K Buy
+10,650
New +$126K 0.07% 160
2023
Q4 		– Sell
-10,454
Closed -$107K – 169
2023
Q3 		$107K Hold
10,454
– – 0.07% 147
2023
Q2 		$111K Buy
+10,454
New +$116K 0.07% 157

Other funds holding NWBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IVC Wealth Advisors's NWBI Position: Q3 2025 in Review

IVC Wealth Advisors sold out of Northwest Bancshares (NWBI) in Q3 2025, closing a stake of 10,550 shares — an estimated $135K sold.

IVC Wealth Advisors first reported a position in NWBI in Q2 2023 and held it in 8 quarters. The position peaked at $142K in Q3 2024. 292 funds tracked by Wall St. Rank hold NWBI as of Q3 2025.

  • IVC Wealth Advisors reported no remaining Northwest Bancshares position as of Q3 2025 after selling out during the quarter.
  • IVC Wealth Advisors sold 10,550 Northwest Bancshares shares in Q3 2025, an estimated $135K.
  • IVC Wealth Advisors first reported a position in Northwest Bancshares in Q2 2023 and held it in 8 quarters.
  • IVC Wealth Advisors's Northwest Bancshares position peaked at $142K in Q3 2024.
  • 292 funds tracked by Wall St. Rank held Northwest Bancshares as of Q3 2025.

Based on IVC Wealth Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.