Northwest Investment Counselors’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$78.6K	Buy	+250	New	+$75.7K	0.02%	200
2024 Q2	–	Sell	-250	Closed	-$72K	–	333
2024 Q1	$72K	Buy	+250	New	+$68.5K	0.02%	201
2023 Q4	–	Sell	-607	Closed	-$143K	–	337
2023 Q3	$143K	Buy	607 +357	+143%	+$87.4K	0.04%	161
2023 Q2	$60.9K	Hold	250	–	–	0.02%	220
2023 Q1	$56.3K	Hold	250	–	–	0.02%	233
2022 Q4	$52.6K	Hold	250	–	–	0.02%	236
2022 Q3	$49K	Hold	250	–	–	0.02%	216
2022 Q2	$52K	Hold	250	–	–	0.02%	209
2022 Q1	$63K	Hold	250	–	–	0.02%	207
2021 Q4	$66K	Buy	+250	New	+$64.3K	0.02%	202
2021 Q2	–	Sell	-250	Closed	-$56K	–	291
2021 Q1	$56K	Buy	+250	New	+$54.7K	0.02%	208
2020 Q4	–	Sell	-250	Closed	-$47K	–	287
2020 Q3	$47K	Buy	+250	New	+$46.2K	0.02%	191

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northwest Investment Counselors opened a new position in iShares Russell 1000 ETF (IWB) in Q3 2024: 250 shares worth $78.6K. The stake represents 0.02% of the portfolio and ranks #200 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in IWB as recently as Q1 2024.

Northwest Investment Counselors first reported a position in IWB in Q3 2020 and has held it in 12 quarters since. The position peaked at $143K in Q3 2023. 1,267 funds tracked by Wall St. Rank hold IWB as of Q3 2024.

Northwest Investment Counselors held 250 shares of iShares Russell 1000 ETF worth $78.6K as of Q3 2024.
iShares Russell 1000 ETF was a new Northwest Investment Counselors position in Q3 2024.
iShares Russell 1000 ETF made up 0.02% of Northwest Investment Counselors's portfolio in Q3 2024, its #200 holding.
Northwest Investment Counselors first reported a position in iShares Russell 1000 ETF in Q3 2020 and has held it in 12 quarters since.
Northwest Investment Counselors's iShares Russell 1000 ETF position peaked at $143K in Q3 2023.
1,267 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2024.

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