WFA
WestHill Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
74,334
+98
| +0.1% | +$13.6K | 2.19% | 9 |
|
|
2025
Q1 | $8.72M | Sell |
74,236
-5,538
| -7% | -$651K | 2% | 11 |
|
|
2024
Q4 | $10.1M | Buy |
79,774
+786
| +1% | +$99.6K | 2.27% | 10 |
|
|
2024
Q3 | $9.26M | Buy |
78,988
+2,976
| +4% | +$349K | 2.08% | 10 |
|
|
2024
Q2 | $8.39M | Buy |
76,012
+357
| +0.5% | +$39.4K | 2.04% | 9 |
|
|
2024
Q1 | $8.64M | Sell |
75,655
-744
| -1% | -$84.9K | 2.12% | 9 |
|
|
2023
Q4 | $7.98M | Buy |
76,399
+623
| +0.8% | +$65.1K | 2.12% | 10 |
|
|
2023
Q3 | $6.92M | Buy |
75,776
+835
| +1% | +$76.3K | 2.02% | 10 |
|
|
2023
Q2 | $7.24M | Buy |
74,941
+504
| +0.7% | +$48.7K | 2.05% | 10 |
|
|
2023
Q1 | $6.78M | Buy |
74,437
+825
| +1% | +$75.1K | 2.03% | 10 |
|
|
2022
Q4 | $6.15M | Buy |
73,612
+128
| +0.2% | +$10.7K | 1.97% | 11 |
|
|
2022
Q3 | $5.76M | Buy |
73,484
+3,146
| +4% | +$247K | 1.97% | 11 |
|
|
2022
Q2 | $5.57M | Buy |
70,338
+2,768
| +4% | +$219K | 1.84% | 11 |
|
|
2022
Q1 | $6.79M | Buy |
67,570
+10,123
| +18% | +$1.02M | 1.96% | 11 |
|
|
2021
Q4 | $6.62M | Buy |
57,447
+1,424
| +3% | +$164K | 1.87% | 13 |
|
|
2021
Q3 | $6.28M | Buy |
+56,023
| New | +$6.28M | 1.94% | 12 |
|
|
2021
Q1 | $5.35M | Sell |
52,416
-3,144
| -6% | -$321K | 1.9% | 12 |
|
|
2020
Q4 | $5.7M | Buy |
+55,560
| New | +$5.7M | 2.24% | 9 |
|