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

Northwest Wealth Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,118
Closed -$212K – 171
2024
Q3 		$212K Sell
1,118
-82
-7% -$14.9K 0.05% 158
2024
Q2 		$209K Sell
1,200
-19
-2% -$3.32K 0.05% 160
2024
Q1 		$218K Sell
1,219
-97
-7% -$16.4K 0.06% 156
2023
Q4 		$217K Sell
1,316
-91
-6% -$14.1K 0.07% 145
2023
Q3 		$214K Sell
1,407
-23
-2% -$3.65K 0.08% 138
2023
Q2 		$226K Sell
1,430
-275
-16% -$42K 0.08% 136
2023
Q1 		$260K Sell
1,705
-70
-4% -$10.8K 0.1% 123
2022
Q4 		$269K Sell
1,775
-109
-6% -$16.3K 0.12% 116
2022
Q3 		$256K Sell
1,884
-33
-2% -$4.96K 0.11% 118
2022
Q2 		$278K Sell
1,917
-1,157
-38% -$181K 0.12% 117
2022
Q1 		$510K Sell
3,074
-46
-1% -$7.55K 0.25% 85
2021
Q4 		$524K Buy
+3,120
New +$511K 0.24% 79
2019
Q2 		– Sell
-305
Closed -$38K – 303
2019
Q1 		$38K Buy
305
+239
+362% +$28.7K 0.03% 242
2018
Q4 		$7K Hold
66
– – 0.01% 358
2018
Q3 		$8K Hold
66
– – 0.01% 375
2018
Q2 		$8K Hold
66
– – 0.01% 363
2018
Q1 		$8K Buy
+66
New +$8.23K 0.01% 371

Other funds holding IWD

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwest Wealth Management's IWD Position: Q4 2024 in Review

Northwest Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2024, closing a stake of 1,118 shares — an estimated $212K sold.

Northwest Wealth Management first reported a position in IWD in Q1 2018 and held it in 17 quarters. The position peaked at $524K in Q4 2021. 1,734 funds tracked by Wall St. Rank hold IWD as of Q4 2024.

  • Northwest Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Wealth Management sold 1,118 iShares Russell 1000 Value ETF shares in Q4 2024, an estimated $212K.
  • Northwest Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2018 and held it in 17 quarters.
  • Northwest Wealth Management's iShares Russell 1000 Value ETF position peaked at $524K in Q4 2021.
  • 1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2024.

Based on Northwest Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.