Northwest Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Northwest Financial Advisors’s Portfolio IWM Stock Details IWM Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$422K	Sell
2025 Q2	$400K	Sell
2025 Q1	$430K	Sell
2024 Q4	$478K	Sell
2024 Q3	$487K	Sell
2024 Q2	$454K	Buy
2024 Q1	$470K	Sell
2023 Q4	$459K	Buy