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

Northwest Investment Counselors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-19
Closed -$4K – 543
2022
Q3 		$4K Buy
+19
New +$4.28K ﹤0.01% 453
2019
Q4 		– Sell
-188
Closed -$36K – 332
2019
Q3 		$36K Buy
+188
New +$37.3K 0.01% 247
2017
Q4 		– Sell
-188
Closed -$34K – 218
2017
Q3 		$34K Hold
188
– – 0.01% 205
2017
Q2 		$32K Buy
+188
New +$30.9K 0.01% 194

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Northwest Investment Counselors's IWO Position: Q4 2022 in Review

Northwest Investment Counselors sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2022, closing a stake of 19 shares — an estimated $4K sold.

Northwest Investment Counselors first reported a position in IWO in Q2 2017 and held it in 4 quarters. The position peaked at $36K in Q3 2019. 836 funds tracked by Wall St. Rank hold IWO as of Q4 2022.

  • Northwest Investment Counselors reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Northwest Investment Counselors sold 19 iShares Russell 2000 Growth ETF shares in Q4 2022, an estimated $4K.
  • Northwest Investment Counselors first reported a position in iShares Russell 2000 Growth ETF in Q2 2017 and held it in 4 quarters.
  • Northwest Investment Counselors's iShares Russell 2000 Growth ETF position peaked at $36K in Q3 2019.
  • 836 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2022.

Based on Northwest Investment Counselors's 13F filing for Q4 2022, filed 18 Jan 2023.