Northwest Investment Counselors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Northwest Investment Counselors’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$146K	Buy	+1,524	New	+$141K	0.03%	166
2024 Q2	–	Sell	-1,524	Closed	-$129K	–	331
2024 Q1	$129K	Buy	+1,524	New	+$122K	0.03%	164
2023 Q4	–	Sell	-1,524	Closed	-$104K	–	335
2023 Q3	$104K	Hold	1,524	–	–	0.03%	177
2023 Q2	$107K	Hold	1,524	–	–	0.03%	177
2023 Q1	$97.4K	Sell	1,524 -2,064	-58%	-$126K	0.03%	188
2022 Q4	$210K	Buy	+3,588	New	+$215K	0.06%	152
2019 Q4	–	Sell	-252	Closed	-$11K	–	331
2019 Q3	$11K	Buy	+252	New	+$11.4K	﹤0.01%	340

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Northwest Investment Counselors's IVW Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2024: 1,524 shares worth $146K. The stake represents 0.03% of the portfolio and ranks #166 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in IVW as recently as Q1 2024.

Northwest Investment Counselors first reported a position in IVW in Q3 2019 and has held it in 7 quarters since. The position peaked at $210K in Q4 2022. 1,701 funds tracked by Wall St. Rank hold IVW as of Q3 2024.

Northwest Investment Counselors held 1,524 shares of iShares S&P 500 Growth ETF worth $146K as of Q3 2024.
iShares S&P 500 Growth ETF was a new Northwest Investment Counselors position in Q3 2024.
iShares S&P 500 Growth ETF made up 0.03% of Northwest Investment Counselors's portfolio in Q3 2024, its #166 holding.
Northwest Investment Counselors first reported a position in iShares S&P 500 Growth ETF in Q3 2019 and has held it in 7 quarters since.
Northwest Investment Counselors's iShares S&P 500 Growth ETF position peaked at $210K in Q4 2022.
1,701 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.