IWM
WHR icon

IHT Wealth Management’s Whirlpool WHR Stock Holding History

IHT Wealth Management’s Portfolio WHR Stock Details WHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,097
Closed -$224K – 1220
2024
Q3 		$224K Buy
+2,097
New +$211K 0.01% 1044
2024
Q1 		– Sell
-1,818
Closed -$221K – 1071
2023
Q4 		$221K Sell
1,818
-264
-13% -$30.8K 0.01% 881
2023
Q3 		$278K Buy
2,082
+178
+9% +$25.1K 0.01% 760
2023
Q2 		$283K Buy
+1,904
New +$262K 0.01% 750
2018
Q2 		– Sell
-327
Closed -$49K – 1374
2018
Q1 		$49K Sell
327
-76
-19% -$12.7K 0.01% 690
2017
Q4 		$68K Sell
403
-222
-36% -$37.6K 0.02% 602
2017
Q3 		$112K Buy
625
+253
+68% +$45.2K 0.05% 332
2017
Q2 		$3 Sell
372
-256
-41% -$46.8K ﹤0.01% 1186
2017
Q1 		$104K Sell
628
-124
-16% -$22K 0.07% 273
2016
Q4 		$138K Buy
+752
New +$125K 0.1% 219

Other funds holding WHR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return