NEI
IWM icon

Northwest & Ethical Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Northwest & Ethical Investments’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
2017
Q2 		– Sell
-2,600
Closed -$357K – 383
2017
Q1 		$357K Sell
2,600
-1,800
-41% -$246K 0.02% 336
2016
Q4 		$593K Buy
+4,400
New +$562K 0.04% 311

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Northwest & Ethical Investments's IWM Position: Q2 2017 in Review

Northwest & Ethical Investments sold out of iShares Russell 2000 ETF (IWM) in Q2 2017, closing a stake of 2,600 shares — an estimated $357K sold.

Northwest & Ethical Investments first reported a position in IWM in Q4 2016 and held it in 2 quarters. The position peaked at $593K in Q4 2016. 1,081 funds tracked by Wall St. Rank hold IWM as of Q2 2017.

  • Northwest & Ethical Investments reported no remaining iShares Russell 2000 ETF position as of Q2 2017 after selling out during the quarter.
  • Northwest & Ethical Investments sold 2,600 iShares Russell 2000 ETF shares in Q2 2017, an estimated $357K.
  • Northwest & Ethical Investments first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 2 quarters.
  • Northwest & Ethical Investments's iShares Russell 2000 ETF position peaked at $593K in Q4 2016.
  • 1,081 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2017.

Based on Northwest & Ethical Investments's 13F filing for Q2 2017, filed 8 Jul 2025.