Northwest Investment Counselors’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$16.7K	Buy	+51	New	+$16.1K	﹤0.01%	374
2024 Q2	–	Sell	-51	Closed	-$15.3K	–	338
2024 Q1	$15.3K	Buy	+51	New	+$14.5K	﹤0.01%	340
2023 Q4	–	Sell	-53	Closed	-$13K	–	344
2023 Q3	$13K	Hold	53	–	–	﹤0.01%	359
2023 Q2	$13.5K	Hold	53	–	–	﹤0.01%	355
2023 Q1	$12.5K	Hold	53	–	–	﹤0.01%	378
2022 Q4	$11.7K	Hold	53	–	–	﹤0.01%	382
2022 Q3	$11K	Sell	53 -3	-5%	-$690	﹤0.01%	356
2022 Q2	$12K	Hold	56	–	–	﹤0.01%	345
2022 Q1	$15K	Hold	56	–	–	﹤0.01%	348
2021 Q4	$16K	Buy	+56	New	+$15.2K	﹤0.01%	323
2021 Q2	–	Sell	-59	Closed	-$14K	–	295
2021 Q1	$14K	Buy	+59	New	+$13.7K	﹤0.01%	333
2020 Q4	–	Sell	-59	Closed	-$12K	–	291
2020 Q3	$12K	Buy	+59	New	+$11.4K	﹤0.01%	309
2019 Q4	–	Sell	-60	Closed	-$10K	–	333
2019 Q3	$10K	Buy	+60	New	+$10.4K	﹤0.01%	350
2017 Q4	–	Sell	-60	Closed	-$9K	–	219
2017 Q3	$9K	Hold	60	–	–	﹤0.01%	302
2017 Q2	$9K	Buy	+60	New	+$8.53K	﹤0.01%	263

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Northwest Investment Counselors opened a new position in iShares Russell 3000 ETF (IWV) in Q3 2024: 51 shares worth $16.7K. The stake represents ﹤0.01% of the portfolio and ranks #374 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in IWV as recently as Q1 2024.

Northwest Investment Counselors first reported a position in IWV in Q2 2017 and has held it in 15 quarters since. 781 funds tracked by Wall St. Rank hold IWV as of Q3 2024.

Northwest Investment Counselors held 51 shares of iShares Russell 3000 ETF worth $16.7K as of Q3 2024.
iShares Russell 3000 ETF was a new Northwest Investment Counselors position in Q3 2024.
iShares Russell 3000 ETF made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #374 holding.
Northwest Investment Counselors first reported a position in iShares Russell 3000 ETF in Q2 2017 and has held it in 15 quarters since.
781 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2024.

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