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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-566	Closed	-$76.7K	–	94
2023 Q3	$76.7K	Hold	566	–	–	0.02%	80
2023 Q2	$79.7K	Hold	566	–	–	0.02%	80
2023 Q1	$77.5K	Sell	566 -268	-32%	-$38.8K	0.02%	77
2022 Q4	$116K	Sell	834 -24	-3%	-$3.39K	0.04%	74
2022 Q3	$111K	Hold	858	–	–	0.04%	69
2022 Q2	$117K	Buy	858 +3	+0.4%	+$446	0.04%	73
2022 Q1	$138K	Hold	855	–	–	0.04%	78
2021 Q4	$142K	Buy	855 +20	+2%	+$3.33K	0.04%	80
2021 Q3	$134K	Buy	+835	New	+$134K	0.04%	67
2021 Q1	$113K	Sell	710 -210	-23%	-$31.7K	0.04%	60
2020 Q4	$121K	Buy	+920	New	+$109K	0.05%	58

Other funds holding IWN

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Board of Administration of Florida Retirement System Tallahassee, Florida $53.4B AUM 29.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

WestHill Financial Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2023, closing a stake of 566 shares — an estimated $76.7K sold.

WestHill Financial Advisors first reported a position in IWN in Q4 2020 and held it in 11 quarters. The position peaked at $142K in Q4 2021. 971 funds tracked by Wall St. Rank hold IWN as of Q4 2023.

WestHill Financial Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 566 iShares Russell 2000 Value ETF shares in Q4 2023, an estimated $76.7K.
WestHill Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and held it in 11 quarters.
WestHill Financial Advisors's iShares Russell 2000 Value ETF position peaked at $142K in Q4 2021.
971 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2023.

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