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

Northwest Investment Counselors’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$78K Buy
+885
New +$74.6K 0.02% 201
2023
Q4 		– Sell
-721
Closed -$50K – 342
2023
Q3 		$50K Buy
+721
New +$52.6K 0.01% 229
2020
Q3 		– Sell
-5,303
Closed -$284K – 473
2020
Q2 		$284K Buy
5,303
+50
+1% +$2.51K 0.11% 121
2020
Q1 		$227K Hold
5,253
– – 0.1% 130
2019
Q4 		$313K Buy
+5,253
New +$302K 0.11% 127

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Northwest Investment Counselors opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q3 2024: 885 shares worth $78K. The stake represents 0.02% of the portfolio and ranks #201 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in IWR as recently as Q3 2023.

Northwest Investment Counselors first reported a position in IWR in Q4 2019 and has held it in 5 quarters since. The position peaked at $313K in Q4 2019. 1,292 funds tracked by Wall St. Rank hold IWR as of Q3 2024.

  • Northwest Investment Counselors held 885 shares of iShares Russell Mid-Cap ETF worth $78K as of Q3 2024.
  • iShares Russell Mid-Cap ETF was a new Northwest Investment Counselors position in Q3 2024.
  • iShares Russell Mid-Cap ETF made up 0.02% of Northwest Investment Counselors's portfolio in Q3 2024, its #201 holding.
  • Northwest Investment Counselors first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 5 quarters since.
  • Northwest Investment Counselors's iShares Russell Mid-Cap ETF position peaked at $313K in Q4 2019.
  • 1,292 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2024.

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