Northwest Investment Counselors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$92.9K	Buy	+792	New	+$88.6K	0.02%	189
2024 Q2	–	Sell	-792	Closed	-$90.4K	–	336
2024 Q1	$90.4K	Buy	+792	New	+$85.7K	0.02%	189
2023 Q4	–	Sell	-792	Closed	-$72.3K	–	341
2023 Q3	$72.3K	Hold	792	–	–	0.02%	195
2023 Q2	$76.5K	Hold	792	–	–	0.02%	201
2023 Q1	$72.1K	Hold	792	–	–	0.02%	208
2022 Q4	$66.2K	Hold	792	–	–	0.02%	213
2022 Q3	$62K	Buy	+792	New	+$68.2K	0.02%	188

Other funds holding IWP

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

Northwest Investment Counselors opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2024: 792 shares worth $92.9K. The stake represents 0.02% of the portfolio and ranks #189 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in IWP as recently as Q1 2024.

Northwest Investment Counselors first reported a position in IWP in Q3 2022 and has held it in 7 quarters since. 1,018 funds tracked by Wall St. Rank hold IWP as of Q3 2024.

Northwest Investment Counselors held 792 shares of iShares Russell Mid-Cap Growth ETF worth $92.9K as of Q3 2024.
iShares Russell Mid-Cap Growth ETF was a new Northwest Investment Counselors position in Q3 2024.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Northwest Investment Counselors's portfolio in Q3 2024, its #189 holding.
Northwest Investment Counselors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2022 and has held it in 7 quarters since.
1,018 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2024.

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