Northwest Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $187K | Buy |
551
+1
| +0.2% | +$340 | 0.1% | 110 |
|
|
2025
Q1 | $169K | Buy |
550
+2
| +0.4% | +$613 | 0.07% | 123 |
|
|
2024
Q4 | $177K | Buy |
548
+1
| +0.2% | +$322 | 0.08% | 116 |
|
|
2024
Q3 | $172K | Buy |
547
+2
| +0.4% | +$628 | 0.06% | 117 |
|
|
2024
Q2 | $162K | Buy |
545
+2
| +0.4% | +$595 | 0.06% | 119 |
|
|
2024
Q1 | $157K | Buy |
543
+1
| +0.2% | +$288 | 0.05% | 147 |
|
|
2023
Q4 | $142K | Buy |
542
+4
| +0.7% | +$1.05K | 0.05% | 148 |
|
|
2023
Q3 | $126K | Hold |
538
| – | – | 0.05% | 146 |
|
|
2023
Q2 | $131K | Buy |
+538
| New | +$131K | 0.05% | 142 |
|
|
2021
Q2 | – | Sell |
-944
| Closed | -$211K | – | 88 |
|
|
2021
Q1 | $211K | Sell |
944
-81
| -8% | -$18.1K | 0.15% | 66 |
|
|
2020
Q4 | $217K | Buy |
+1,025
| New | +$217K | 0.16% | 59 |
|