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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$44.3K	Buy	+234	New	+$42.6K	0.01%	264
2024 Q2	–	Sell	-233	Closed	-$41.8K	–	334
2024 Q1	$41.8K	Buy	+233	New	+$39.4K	0.01%	249
2023 Q4	–	Sell	-242	Closed	-$36.8K	–	338
2023 Q3	$36.8K	Buy	242 +38	+19%	+$6.03K	0.01%	257
2023 Q2	$32.2K	Hold	204	–	–	0.01%	277
2023 Q1	$31.1K	Buy	+204	New	+$31.5K	0.01%	283

Other funds holding IWD

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

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

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

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

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

Northwest Investment Counselors opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2024: 234 shares worth $44.3K. The stake represents 0.01% of the portfolio and ranks #264 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in IWD as recently as Q1 2024.

Northwest Investment Counselors first reported a position in IWD in Q1 2023 and has held it in 5 quarters since. 1,581 funds tracked by Wall St. Rank hold IWD as of Q3 2024.

Northwest Investment Counselors held 234 shares of iShares Russell 1000 Value ETF worth $44.3K as of Q3 2024.
iShares Russell 1000 Value ETF was a new Northwest Investment Counselors position in Q3 2024.
iShares Russell 1000 Value ETF made up 0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #264 holding.
Northwest Investment Counselors first reported a position in iShares Russell 1000 Value ETF in Q1 2023 and has held it in 5 quarters since.
1,581 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2024.

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