WFA
West Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.6K | Hold |
1,040
| – | – | 0.02% | 78 |
|
|
2025
Q1 | $88.5K | Hold |
1,040
| – | – | 0.02% | 80 |
|
|
2024
Q4 | $91.9K | Hold |
1,040
| – | – | 0.02% | 79 |
|
|
2024
Q3 | $91.7K | Hold |
1,040
| – | – | 0.02% | 69 |
|
|
2024
Q2 | $84.3K | Hold |
1,040
| – | – | 0.02% | 69 |
|
|
2024
Q1 | $87.5K | Hold |
1,040
| – | – | 0.02% | 67 |
|
|
2023
Q4 | $80.8K | Hold |
1,040
| – | – | 0.02% | 70 |
|
|
2023
Q3 | $72K | Hold |
1,040
| – | – | 0.02% | 71 |
|
|
2023
Q2 | $76K | Hold |
1,040
| – | – | 0.02% | 70 |
|
|
2023
Q1 | $72.7K | Hold |
1,040
| – | – | 0.02% | 71 |
|
|
2022
Q4 | $70.1K | Hold |
1,040
| – | – | 0.02% | 69 |
|
|
2022
Q3 | $65K | Hold |
1,040
| – | – | 0.02% | 91 |
|
|
2022
Q2 | $67K | Hold |
1,040
| – | – | 0.02% | 90 |
|
|
2022
Q1 | $81K | Hold |
1,040
| – | – | 0.02% | 86 |
|
|
2021
Q4 | $86K | Hold |
1,040
| – | – | 0.02% | 92 |
|
|
2021
Q3 | $81K | Hold |
1,040
| – | – | 0.02% | 86 |
|
|
2021
Q2 | $82K | Hold |
1,040
| – | – | 0.03% | 78 |
|
|
2021
Q1 | $77K | Hold |
1,040
| – | – | 0.03% | 81 |
|
|
2020
Q4 | $71K | Buy |
+1,040
| New | +$71K | 0.03% | 81 |
|