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Northwest Investment Counselors’s iShares Russell 2000 ETF IWM Stock Holding History

Northwest Investment Counselors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$25.8K Buy
+117
New +$25K 0.01% 316
2023
Q4 		– Sell
-23
Closed -$3.98K – 339
2023
Q3 		$3.98K Buy
+23
New +$4.32K ﹤0.01% 472
2021
Q2 		– Sell
-290
Closed -$64K – 294
2021
Q1 		$64K Buy
+290
New +$63.3K 0.02% 200
2020
Q4 		– Sell
-100
Closed -$15K – 290
2020
Q3 		$15K Buy
+100
New +$15K 0.01% 292
2017
Q4 		– Sell
-300
Closed -$44K – 217
2017
Q3 		$44K Hold
300
– – 0.02% 190
2017
Q2 		$42K Buy
+300
New +$41.5K 0.02% 178

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Northwest Investment Counselors opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2024: 117 shares worth $25.8K. The stake represents 0.01% of the portfolio and ranks #316 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in IWM as recently as Q3 2023.

Northwest Investment Counselors first reported a position in IWM in Q2 2017 and has held it in 6 quarters since. The position peaked at $64K in Q1 2021. 2,247 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

  • Northwest Investment Counselors held 117 shares of iShares Russell 2000 ETF worth $25.8K as of Q3 2024.
  • iShares Russell 2000 ETF was a new Northwest Investment Counselors position in Q3 2024.
  • iShares Russell 2000 ETF made up 0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #316 holding.
  • Northwest Investment Counselors first reported a position in iShares Russell 2000 ETF in Q2 2017 and has held it in 6 quarters since.
  • Northwest Investment Counselors's iShares Russell 2000 ETF position peaked at $64K in Q1 2021.
  • 2,247 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

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