West Oak Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

West Oak Capital’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.23K	Hold	4,600	–	–	0.17%	87
2025 Q1	$3.91K	Hold	4,600	–	–	0.15%	89
2024 Q4	$4.07M	Hold	4,600	–	–	0.14%	88
2024 Q3	$4.05K	Hold	4,600	–	–	0.08%	88
2024 Q2	$373K	Hold	4,600	–	–	0.15%	89
2024 Q1	$387K	Hold	4,600	–	–	0.16%	86
2023 Q4	$352K	Hold	4,600	–	–	0.16%	90
2023 Q3	$319K	Hold	4,600	–	–	0.16%	94
2023 Q2	$336K	Hold	4,600	–	–	0.16%	95
2023 Q1	$322K	Hold	4,600	–	–	0.16%	95
2022 Q4	$310K	Hold	4,600	–	–	0.16%	96
2022 Q3	$286K	Hold	4,600	–	–	0.16%	99
2022 Q2	$297K	Hold	4,600	–	–	0.16%	103
2022 Q1	$359K	Hold	4,600	–	–	0.16%	103
2021 Q4	$382K	Hold	4,600	–	–	0.14%	101
2021 Q3	$360K	Hold	4,600	–	–	0.14%	101
2021 Q2	$365K	Hold	4,600	–	–	0.14%	99
2021 Q1	$340K	Hold	4,600	–	–	0.15%	97
2020 Q4	$315K	Hold	4,600	–	–	0.15%	98
2020 Q3	$264K	Hold	4,600	–	–	0.15%	94
2020 Q2	$247K	Hold	4,600	–	–	0.14%	101
2020 Q1	$199K	Hold	4,600	–	–	0.14%	102
2019 Q4	$274K	Hold	4,600	–	–	0.15%	100
2019 Q3	$257K	Hold	4,600	–	–	0.15%	95
2019 Q2	$257K	Hold	4,600	–	–	0.15%	98
2019 Q1	$248K	Hold	4,600	–	–	0.16%	99
2018 Q4	$214K	Hold	4,600	–	–	0.15%	103
2018 Q3	$254K	Hold	4,600	–	–	0.15%	104
2018 Q2	$244K	Hold	4,600	–	–	0.15%	103
2018 Q1	$237K	Buy	+4,600	New	+$237K	0.14%	109
2017 Q4	–	Sell	-3,600	Closed	-$177K	–	318
2017 Q3	$177K	Sell	3,600 -560	-13%	-$27.6K	0.11%	124
2017 Q2	$200K	Hold	4,160	–	–	0.12%	120
2017 Q1	$195K	Hold	4,160	–	–	0.12%	120
2016 Q4	$186K	Sell	4,160 -240	-5%	-$10.7K	0.12%	119
2016 Q3	$192K	Buy	4,400 +800	+22%	+$34.9K	0.13%	116
2016 Q2	$151K	Hold	3,600	–	–	0.11%	116
2016 Q1	$147K	Hold	3,600	–	–	0.11%	113
2015 Q4	$144K	Hold	3,600	–	–	0.11%	113
2015 Q3	$140K	Hold	3,600	–	–	0.11%	118
2015 Q2	$153K	Hold	3,600	–	–	0.11%	113
2015 Q1	$156K	Hold	3,600	–	–	0.11%	113
2014 Q4	$150K	Hold	3,600	–	–	0.11%	111
2014 Q3	$143K	Hold	3,600	–	–	0.11%	111
2014 Q2	$146K	Hold	3,600	–	–	0.11%	110
2014 Q1	$139K	Hold	3,600	–	–	0.1%	111
2013 Q4	$135K	Hold	3,600	–	–	0.1%	109
2013 Q3	$125K	Hold	3,600	–	–	0.1%	112
2013 Q2	$117K	Buy	+3,600	New	+$117K	0.1%	112