Northwest Bank & Trust’s iShares Russell 2000 ETF IWM Stock Holding History

Northwest Bank & Trust’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$60.5K	Hold	250	–	–	0.04%	113
2024 Q3	$55.2K	Hold	250	–	–	0.04%	121
2024 Q2	$50.7K	Hold	250	–	–	0.04%	120
2024 Q1	$49K	Hold	250	–	–	0.05%	117
2023 Q4	$50.2K	Buy	+250	New	+$44.8K	0.05%	120
2023 Q2	$46.8K	Buy	+250	New	+$44.6K	0.05%	119

Other funds holding IWM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Jones Financial Companies

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

Rafferty Asset Management

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return