Northwest Financial Advisors Ishares Russell 2000 ETF Transaction History

Northwest Financial Advisors

$121 Billion
Q1 2025

A detailed history of Northwest Financial Advisors transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Northwest Financial Advisors holds 2,154 shares of IWM stock, worth $419,728. This represents 0.36% of its overall portfolio holdings.

Number of Shares

2,154

Previous 2,165 0.51%

Holding current value

$419,728

Previous $478 Million 10.17%

% of portfolio

0.36%

Previous 0.4%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$198.1 - $229.79 $2,179 - $2,527	-11 Reduced 0.51%	2,154 $430 Million
Q4 2024 Jan 22, 2025	SELL	$216.13 - $242.4 $9,077 - $10,180	-42 Reduced 1.9%	2,165 $478 Million
Q3 2024 Nov 13, 2024	SELL	$200.87 - $224.6 $346,099 - $386,985	-1,723 Reduced 43.84%	2,207 $487 Million
Q2 2024 Jan 27, 2025	BUY	$192.84 - $209.44 $385 - $418	2 Added 0.09%	2,238 $454 Million
Q2 2024 Aug 12, 2024	SELL	$192.84 - $209.44 $4,821 - $5,236	-25 Reduced 0.63%	3,930 $797 Million
Q1 2024 Jan 27, 2025	BUY	$189.48 - $210.3 $13,453 - $14,931	71 Added 3.28%	2,236 $470 Million
Q1 2024 May 09, 2024	BUY	$189.48 - $210.3 $316,431 - $351,201	1,670 Added 73.09%	3,955 $832 Million
Q4 2023 Feb 07, 2024	BUY	$162.21 - $204.82 $370,649 - $468,013	2,285 New	2,285 $459 Million

Others Institutions Holding IWM

# of Institutions

2,865

Shares Held

343M

Call Options Held

226M

Put Options Held

540M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Northwest Financial Advisors Ishares Russell 2000 ETF Transaction History