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Northwest Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Northwest Financial Advisors’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-37
Closed -$12.1K – 327
2024
Q3 		$12.1K Buy
+37
New +$11.6K 0.01% 378
2024
Q1 		– Sell
-37
Closed -$10.1K – 301
2023
Q4 		$10.1K Buy
+37
New +$9.43K 0.01% 375

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Northwest Financial Advisors sold out of iShares Russell 3000 ETF (IWV) in Q4 2024, closing a stake of 37 shares — an estimated $12.1K sold.

Northwest Financial Advisors first reported a position in IWV in Q4 2023 and held it in 2 quarters. The position peaked at $12.1K in Q3 2024. 851 funds tracked by Wall St. Rank hold IWV as of Q4 2024.

  • Northwest Financial Advisors reported no remaining iShares Russell 3000 ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 37 iShares Russell 3000 ETF shares in Q4 2024, an estimated $12.1K.
  • Northwest Financial Advisors first reported a position in iShares Russell 3000 ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's iShares Russell 3000 ETF position peaked at $12.1K in Q3 2024.
  • 851 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2024.

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