A detailed history of Northwest Financial Advisors transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Northwest Financial Advisors holds 301 shares of IWD stock, worth $59,935. This represents 0.05% of its overall portfolio holdings.

Number of Shares
301
Previous 181 66.3%
Holding current value
$59,935
Previous $31.6 Million 80.94%
% of portfolio
0.05%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$173.36 - $189.8 $20,803 - $22,776
120 Added 66.3%
301 $57.1 Million
Q2 2024

Aug 12, 2024

BUY
$169.4 - $179.05 $10,841 - $11,459
64 Added 54.7%
181 $31.6 Million
Q1 2024

May 09, 2024

SELL
$161.84 - $179.11 $74,284 - $82,211
-459 Reduced 79.69%
117 $21 Million
Q4 2023

Feb 07, 2024

BUY
$143.69 - $165.7 $82,765 - $95,443
576 New
576 $95.2 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Northwest Financial Advisors Portfolio

Follow Northwest Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northwest Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Northwest Financial Advisors with notifications on news.