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Northwest Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Northwest Capital Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4
Closed -$1.07K – 463
2024
Q2 		$1.07K Sell
4
-97
-96% -$25.2K ﹤0.01% 434
2024
Q1 		$27.4K Hold
101
– – 0.01% 280
2023
Q4 		$25.5K Hold
101
– – 0.01% 280
2023
Q3 		$22.6K Hold
101
– – 0.01% 273
2023
Q2 		$24.5K Buy
+101
New +$23.2K 0.01% 275

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Northwest Capital Management's IWO Position: Q3 2024 in Review

Northwest Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2024, closing a stake of 4 shares — an estimated $1.07K sold.

Northwest Capital Management first reported a position in IWO in Q2 2023 and held it in 5 quarters. The position peaked at $27.4K in Q1 2024. 964 funds tracked by Wall St. Rank hold IWO as of Q3 2024.

  • Northwest Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Northwest Capital Management sold 4 iShares Russell 2000 Growth ETF shares in Q3 2024, an estimated $1.07K.
  • Northwest Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2023 and held it in 5 quarters.
  • Northwest Capital Management's iShares Russell 2000 Growth ETF position peaked at $27.4K in Q1 2024.
  • 964 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2024.

Based on Northwest Capital Management's 13F filing for Q3 2024, filed 8 Oct 2024.