A detailed history of Northwest Financial Advisors transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Northwest Financial Advisors holds 3,955 shares of IWM stock, worth $857,602. This represents 0.61% of its overall portfolio holdings.

Number of Shares
3,955
Previous 2,285 73.09%
Holding current value
$857,602
Previous $459 Million 81.36%
% of portfolio
0.61%
Previous 0.39%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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