WFA
WestHill Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Sell |
10,326
-82
| -0.8% | -$15.9K | 0.43% | 20 |
|
|
2025
Q1 | $1.96M | Sell |
10,408
-112
| -1% | -$21.1K | 0.45% | 20 |
|
|
2024
Q4 | $1.95M | Sell |
10,520
-399
| -4% | -$73.9K | 0.44% | 21 |
|
|
2024
Q3 | $2.07M | Sell |
10,919
-246
| -2% | -$46.7K | 0.46% | 20 |
|
|
2024
Q2 | $1.95M | Buy |
11,165
+222
| +2% | +$38.7K | 0.47% | 20 |
|
|
2024
Q1 | $1.96M | Sell |
10,943
-143
| -1% | -$25.6K | 0.48% | 20 |
|
|
2023
Q4 | $1.83M | Sell |
11,086
-69
| -0.6% | -$11.4K | 0.49% | 20 |
|
|
2023
Q3 | $1.69M | Sell |
11,155
-74
| -0.7% | -$11.2K | 0.49% | 20 |
|
|
2023
Q2 | $1.77M | Sell |
11,229
-123
| -1% | -$19.4K | 0.5% | 20 |
|
|
2023
Q1 | $1.73M | Sell |
11,352
-165
| -1% | -$25.1K | 0.52% | 20 |
|
|
2022
Q4 | $1.75M | Buy |
11,517
+301
| +3% | +$45.6K | 0.56% | 19 |
|
|
2022
Q3 | $1.53M | Buy |
11,216
+39
| +0.3% | +$5.3K | 0.52% | 19 |
|
|
2022
Q2 | $1.62M | Sell |
11,177
-43
| -0.4% | -$6.23K | 0.53% | 20 |
|
|
2022
Q1 | $1.86M | Buy |
11,220
+798
| +8% | +$132K | 0.54% | 20 |
|
|
2021
Q4 | $1.75M | Buy |
10,422
+156
| +2% | +$26.2K | 0.49% | 21 |
|
|
2021
Q3 | $1.61M | Buy |
+10,266
| New | +$1.61M | 0.5% | 20 |
|
|
2021
Q1 | $1.56M | Sell |
10,318
-1,325
| -11% | -$201K | 0.56% | 18 |
|
|
2020
Q4 | $1.59M | Buy |
+11,643
| New | +$1.59M | 0.63% | 16 |
|