Northwest Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Northwest Capital Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-553	Closed	-$202K	–	161
2025 Q3	$202K	Buy	553 +2	+0.4%	+$704	0.21%	78
2025 Q2	$187K	Buy	551 +1	+0.2%	+$314	0.1%	110
2025 Q1	$169K	Buy	550 +2	+0.4%	+$647	0.07%	123
2024 Q4	$177K	Buy	548 +1	+0.2%	+$324	0.08%	116
2024 Q3	$172K	Buy	547 +2	+0.4%	+$606	0.06%	117
2024 Q2	$162K	Buy	545 +2	+0.4%	+$574	0.06%	119
2024 Q1	$157K	Buy	543 +1	+0.2%	+$274	0.05%	147
2023 Q4	$142K	Buy	542 +4	+0.7%	+$979	0.05%	148
2023 Q3	$126K	Hold	538	–	–	0.05%	146
2023 Q2	$131K	Buy	+538	New	+$124K	0.05%	142
2021 Q2	–	Sell	-944	Closed	-$211K	–	88
2021 Q1	$211K	Sell	944 -81	-8%	-$17.7K	0.15%	66
2020 Q4	$217K	Buy	+1,025	New	+$205K	0.16%	59

Other funds holding IWB

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Northwest Capital Management's IWB Position: Q4 2025 in Review

Northwest Capital Management sold out of iShares Russell 1000 ETF (IWB) in Q4 2025, closing a stake of 553 shares — an estimated $202K sold.

Northwest Capital Management first reported a position in IWB in Q4 2020 and held it in 12 quarters. The position peaked at $217K in Q4 2020. 1,493 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

Northwest Capital Management reported no remaining iShares Russell 1000 ETF position as of Q4 2025 after selling out during the quarter.
Northwest Capital Management sold 553 iShares Russell 1000 ETF shares in Q4 2025, an estimated $202K.
Northwest Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2020 and held it in 12 quarters.
Northwest Capital Management's iShares Russell 1000 ETF position peaked at $217K in Q4 2020.
1,493 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.