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WestHill Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

WestHill Financial Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-722
Closed -$128K – 93
2023
Q3 		$128K Buy
722
+45
+7% +$8.45K 0.04% 74
2023
Q2 		$127K Hold
677
– – 0.04% 72
2023
Q1 		$121K Sell
677
-65
-9% -$12K 0.04% 73
2022
Q4 		$129K Hold
742
– – 0.04% 72
2022
Q3 		$122K Buy
742
+45
+6% +$8.21K 0.04% 65
2022
Q2 		$118K Sell
697
-15
-2% -$2.77K 0.04% 72
2022
Q1 		$146K Hold
712
– – 0.04% 75
2021
Q4 		$158K Hold
712
– – 0.04% 79
2021
Q3 		$156K Buy
+712
New +$158K 0.05% 66
2021
Q1 		$157K Sell
712
-22
-3% -$4.8K 0.06% 56
2020
Q4 		$144K Buy
+734
New +$128K 0.06% 54

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return