Northwest Financial Advisors Ishares Russell 2000 ETF Transaction History

Northwest Financial Advisors

  • $71.7 Billion
  • Q2 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 1,854 shares of IWM stock, worth $408,473. This represents 0.56% of its overall portfolio holdings.

Number of Shares
1,854
Previous 2,154 13.93%
Holding current value
$408,473
Previous $430 Million 6.92%
% of portfolio
0.56%
Previous 0.36%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$174.82 - $215.79 $52,446 - $64,737
-300 Reduced 13.93%
1,854 $400 Million
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
2,890
Shares Held
309M
Call Options Held
221M
Put Options Held
523M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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