Northwest Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Northwest Wealth Management’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
2022 Q2	–	Sell	-1,249	Closed	-$328K	–	152
2022 Q1	$328K	Buy	+1,249	New	+$323K	0.16%	105
2019 Q2	–	Sell	-740	Closed	-$123K	–	307
2019 Q1	$123K	Hold	740	–	–	0.09%	140
2018 Q4	$109K	Buy	740 +8	+1%	+$1.27K	0.09%	131
2018 Q3	$126K	Sell	732 -75	-9%	-$12.7K	0.09%	133
2018 Q2	$131K	Hold	807	–	–	0.1%	129
2018 Q1	$126K	Buy	+807	New	+$130K	0.09%	135

Other funds holding IWV

SCM

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

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

Northwest Wealth Management's IWV Position: Q2 2022 in Review

Northwest Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q2 2022, closing a stake of 1,249 shares — an estimated $328K sold.

Northwest Wealth Management first reported a position in IWV in Q1 2018 and held it in 6 quarters. The position peaked at $328K in Q1 2022. 641 funds tracked by Wall St. Rank hold IWV as of Q2 2022.

Northwest Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q2 2022 after selling out during the quarter.
Northwest Wealth Management sold 1,249 iShares Russell 3000 ETF shares in Q2 2022, an estimated $328K.
Northwest Wealth Management first reported a position in iShares Russell 3000 ETF in Q1 2018 and held it in 6 quarters.
Northwest Wealth Management's iShares Russell 3000 ETF position peaked at $328K in Q1 2022.
641 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2022.

Based on Northwest Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.