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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-298	Closed	-$56.1K	–	397
2025 Q1	$56.1K	Hold	298	–	–	0.02%	188
2024 Q4	$55.2K	Hold	298	–	–	0.02%	184
2024 Q3	$56.6K	Hold	298	–	–	0.02%	186
2024 Q2	$52K	Sell	298 -505	-63%	-$88.3K	0.02%	183
2024 Q1	$144K	Hold	803	–	–	0.05%	153
2023 Q4	$133K	Hold	803	–	–	0.04%	155
2023 Q3	$122K	Hold	803	–	–	0.05%	149
2023 Q2	$127K	Buy	+803	New	+$123K	0.05%	144

Other funds holding IWD

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwest Capital Management's IWD Position: Q2 2025 in Review

Northwest Capital Management sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2025, closing a stake of 298 shares — an estimated $56.1K sold.

Northwest Capital Management first reported a position in IWD in Q2 2023 and held it in 8 quarters. The position peaked at $144K in Q1 2024. 1,734 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

Northwest Capital Management reported no remaining iShares Russell 1000 Value ETF position as of Q2 2025 after selling out during the quarter.
Northwest Capital Management sold 298 iShares Russell 1000 Value ETF shares in Q2 2025, an estimated $56.1K.
Northwest Capital Management first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and held it in 8 quarters.
Northwest Capital Management's iShares Russell 1000 Value ETF position peaked at $144K in Q1 2024.
1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on Northwest Capital Management's 13F filing for Q2 2025, filed 25 Jul 2025.