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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

WestHill Financial Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2023, closing a stake of 722 shares — an estimated $128K sold.

WestHill Financial Advisors first reported a position in IWM in Q4 2020 and held it in 11 quarters. The position peaked at $158K in Q4 2021. 2,215 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

WestHill Financial Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 722 iShares Russell 2000 ETF shares in Q4 2023, an estimated $128K.
WestHill Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 11 quarters.
WestHill Financial Advisors's iShares Russell 2000 ETF position peaked at $158K in Q4 2021.
2,215 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

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