Northwest Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Northwest Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,770	Closed	-$349K	–	145
2022 Q3	$349K	Hold	1,770	–	–	0.15%	107
2022 Q2	$368K	Buy	1,770 +124	+8%	+$28K	0.16%	105
2022 Q1	$412K	Hold	1,646	–	–	0.2%	94
2021 Q4	$435K	Buy	1,646 +156	+10%	+$40.2K	0.2%	90
2021 Q3	$360K	Buy	1,490 +63	+4%	+$15.7K	0.18%	93
2021 Q2	$345K	Hold	1,427	–	–	0.18%	93
2021 Q1	$319K	Sell	1,427 -400	-22%	-$87.6K	0.2%	92
2020 Q4	$387K	Hold	1,827	–	–	0.27%	79
2020 Q3	$342K	Sell	1,827 -65	-3%	-$12K	0.28%	76
2020 Q2	$325K	Hold	1,892	–	–	0.28%	72
2020 Q1	$268K	Hold	1,892	–	–	0.27%	67
2019 Q4	$338K	Hold	1,892	–	–	0.31%	71
2019 Q3	$311K	Hold	1,892	–	–	0.26%	88
2019 Q2	$308K	Hold	1,892	–	–	0.25%	89
2019 Q1	$298K	Hold	1,892	–	–	0.22%	88
2018 Q4	$262K	Hold	1,892	–	–	0.22%	87
2018 Q3	$306K	Hold	1,892	–	–	0.23%	89
2018 Q2	$288K	Hold	1,892	–	–	0.22%	88
2018 Q1	$278K	Hold	1,892	–	–	0.21%	87
2017 Q4	$281K	Hold	1,892	–	–	0.23%	76
2017 Q3	$265K	Hold	1,892	–	–	0.37%	54
2017 Q2	$256K	Hold	1,892	–	–	0.23%	82
2017 Q1	$248K	Hold	1,892	–	–	0.23%	85
2016 Q4	$235K	Buy	+1,892	New	+$230K	0.24%	80

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwest Wealth Management's IWB Position: Q4 2022 in Review

Northwest Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q4 2022, closing a stake of 1,770 shares — an estimated $349K sold.

Northwest Wealth Management first reported a position in IWB in Q4 2016 and held it in 24 quarters. The position peaked at $435K in Q4 2021. 1,076 funds tracked by Wall St. Rank hold IWB as of Q4 2022.

Northwest Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q4 2022 after selling out during the quarter.
Northwest Wealth Management sold 1,770 iShares Russell 1000 ETF shares in Q4 2022, an estimated $349K.
Northwest Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2016 and held it in 24 quarters.
Northwest Wealth Management's iShares Russell 1000 ETF position peaked at $435K in Q4 2021.
1,076 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2022.

Based on Northwest Wealth Management's 13F filing for Q4 2022, filed 7 Feb 2023.