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

Northwest Financial Advisors’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-501
Closed -$83.5K – 325
2024
Q3 		$83.5K Buy
+501
New +$81.4K 0.07% 173
2024
Q1 		– Sell
-500
Closed -$77.6K – 297
2023
Q4 		$77.6K Buy
+500
New +$69.3K 0.07% 167

Other funds holding IWN

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northwest Financial Advisors's IWN Position: Q4 2024 in Review

Northwest Financial Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2024, closing a stake of 501 shares — an estimated $83.5K sold.

Northwest Financial Advisors first reported a position in IWN in Q4 2023 and held it in 2 quarters. The position peaked at $83.5K in Q3 2024. 1,057 funds tracked by Wall St. Rank hold IWN as of Q4 2024.

  • Northwest Financial Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 501 iShares Russell 2000 Value ETF shares in Q4 2024, an estimated $83.5K.
  • Northwest Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's iShares Russell 2000 Value ETF position peaked at $83.5K in Q3 2024.
  • 1,057 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.