A detailed history of Northwest Financial Advisors transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Northwest Financial Advisors holds 885 shares of IWS stock, worth $114,395. This represents 0.07% of its overall portfolio holdings.

Number of Shares
885
Previous 871 1.61%
Holding current value
$114,395
Previous $109 Million 2.11%
% of portfolio
0.07%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$117.31 - $125.13 $1,642 - $1,751
14 Added 1.61%
885 $107 Million
Q4 2023

Feb 07, 2024

BUY
$97.63 - $117.08 $85,035 - $101,976
871 New
871 $101 Million

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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.