WestHill Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.8M | Buy |
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|
2025
Q2 | $10.3M | Buy |
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|
2025
Q1 | $8.72M | Sell |
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|
2024
Q4 | $10.1M | Buy |
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|
2024
Q3 | $9.26M | Buy |
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|
2024
Q2 | $8.39M | Buy |
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|
2024
Q1 | $8.64M | Sell |
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|
2023
Q4 | $7.98M | Buy |
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|
2023
Q3 | $6.92M | Buy |
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|
2023
Q2 | $7.24M | Buy |
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|
2023
Q1 | $6.78M | Buy |
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|
2022
Q4 | $6.15M | Buy |
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|
2022
Q3 | $5.76M | Buy |
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|
2022
Q2 | $5.57M | Buy |
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|
2022
Q1 | $6.79M | Buy |
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|
2021
Q4 | $6.62M | Buy |
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|
2021
Q3 | $6.28M | Buy |
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|
2021
Q1 | $5.35M | Sell |
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|
2020
Q4 | $5.7M | Buy |
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