WestHill Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

WestHill Financial Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-116	Closed	-$27.3K	–	92
2023 Q3	$27.3K	Hold	116	–	–	0.01%	91
2023 Q2	$28.3K	Hold	116	–	–	0.01%	90
2023 Q1	$26.1K	Hold	116	–	–	0.01%	87
2022 Q4	$24.4K	Hold	116	–	–	0.01%	95
2022 Q3	$23K	Hold	116	–	–	0.01%	88
2022 Q2	$24K	Hold	116	–	–	0.01%	90
2022 Q1	$29K	Hold	116	–	–	0.01%	96
2021 Q4	$31K	Hold	116	–	–	0.01%	98
2021 Q3	$28K	Buy	+116	New	+$28.8K	0.01%	84
2021 Q1	$26K	Hold	116	–	–	0.01%	73
2020 Q4	$25K	Buy	+116	New	+$23.2K	0.01%	73

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WestHill Financial Advisors's IWB Position: Q4 2023 in Review

WestHill Financial Advisors sold out of iShares Russell 1000 ETF (IWB) in Q4 2023, closing a stake of 116 shares — an estimated $27.3K sold.

WestHill Financial Advisors first reported a position in IWB in Q4 2020 and held it in 11 quarters. The position peaked at $31K in Q4 2021. 1,211 funds tracked by Wall St. Rank hold IWB as of Q4 2023.

WestHill Financial Advisors reported no remaining iShares Russell 1000 ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 116 iShares Russell 1000 ETF shares in Q4 2023, an estimated $27.3K.
WestHill Financial Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and held it in 11 quarters.
WestHill Financial Advisors's iShares Russell 1000 ETF position peaked at $31K in Q4 2021.
1,211 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.