WFA
WestHill Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
3,004
-9
| -0.3% | -$3.82K | 0.27% | 26 |
|
|
2025
Q1 | $1.09M | Sell |
3,013
-30
| -1% | -$10.8K | 0.25% | 27 |
|
|
2024
Q4 | $1.22M | Sell |
3,043
-569
| -16% | -$229K | 0.27% | 28 |
|
|
2024
Q3 | $1.36M | Sell |
3,612
-206
| -5% | -$77.3K | 0.3% | 25 |
|
|
2024
Q2 | $1.39M | Sell |
3,818
-50
| -1% | -$18.2K | 0.34% | 24 |
|
|
2024
Q1 | $1.3M | Sell |
3,868
-64
| -2% | -$21.6K | 0.32% | 24 |
|
|
2023
Q4 | $1.19M | Hold |
3,932
| – | – | 0.32% | 25 |
|
|
2023
Q3 | $1.05M | Sell |
3,932
-19
| -0.5% | -$5.05K | 0.31% | 25 |
|
|
2023
Q2 | $1.09M | Sell |
3,951
-78
| -2% | -$21.5K | 0.31% | 24 |
|
|
2023
Q1 | $985K | Sell |
4,029
-171
| -4% | -$41.8K | 0.29% | 25 |
|
|
2022
Q4 | $900K | Hold |
4,200
| – | – | 0.29% | 25 |
|
|
2022
Q3 | $884K | Hold |
4,200
| – | – | 0.3% | 25 |
|
|
2022
Q2 | $919K | Hold |
4,200
| – | – | 0.3% | 25 |
|
|
2022
Q1 | $1.17M | Buy |
4,200
+551
| +15% | +$153K | 0.34% | 25 |
|
|
2021
Q4 | $1.12M | Sell |
3,649
-31
| -0.8% | -$9.47K | 0.32% | 25 |
|
|
2021
Q3 | $1.01M | Buy |
+3,680
| New | +$1.01M | 0.31% | 24 |
|
|
2021
Q1 | $955K | Hold |
3,928
| – | – | 0.34% | 23 |
|
|
2020
Q4 | $947K | Buy |
+3,928
| New | +$947K | 0.37% | 21 |
|