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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-309	Closed	-$69.3K	–	95
2023 Q3	$69.3K	Hold	309	–	–	0.02%	82
2023 Q2	$75K	Hold	309	–	–	0.02%	82
2023 Q1	$70.1K	Hold	309	–	–	0.02%	81
2022 Q4	$66.3K	Buy	309 +34	+12%	+$7.45K	0.02%	82
2022 Q3	$57K	Hold	275	–	–	0.02%	77
2022 Q2	$57K	Sell	275 -12	-4%	-$2.68K	0.02%	81
2022 Q1	$73K	Hold	287	–	–	0.02%	87
2021 Q4	$84K	Buy	287 +10	+4%	+$3.01K	0.02%	86
2021 Q3	$81K	Buy	+277	New	+$83.2K	0.03%	74
2021 Q1	$64K	Sell	214 -152	-42%	-$47.2K	0.02%	66
2020 Q4	$105K	Buy	+366	New	+$93.3K	0.04%	61

Other funds holding IWO

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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 IWO Position: Q4 2023 in Review

WestHill Financial Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2023, closing a stake of 309 shares — an estimated $69.3K sold.

WestHill Financial Advisors first reported a position in IWO in Q4 2020 and held it in 11 quarters. The position peaked at $105K in Q4 2020. 925 funds tracked by Wall St. Rank hold IWO as of Q4 2023.

WestHill Financial Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 309 iShares Russell 2000 Growth ETF shares in Q4 2023, an estimated $69.3K.
WestHill Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 11 quarters.
WestHill Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $105K in Q4 2020.
925 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2023.

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