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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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwest Bank & Trust's IWM Position: Q4 2024 in Review

Northwest Bank & Trust held its iShares Russell 2000 ETF (IWM) position steady in Q4 2024 at 250 shares worth $60.5K. The position accounts for 0.04% of the portfolio, ranked #113.

Northwest Bank & Trust first reported a position in IWM in Q2 2023 and has held it in 6 quarters since. 2,527 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • Northwest Bank & Trust held 250 shares of iShares Russell 2000 ETF worth $60.5K as of Q4 2024.
  • Northwest Bank & Trust left its iShares Russell 2000 ETF share count unchanged in Q4 2024.
  • iShares Russell 2000 ETF made up 0.04% of Northwest Bank & Trust's portfolio in Q4 2024, its #113 holding.
  • Northwest Bank & Trust first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 6 quarters since.
  • 2,527 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Northwest Bank & Trust's 13F filing for Q4 2024, filed 18 Feb 2025.