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WestHill Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

WestHill Financial Advisors’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.81M Sell
16,953
-94
-0.6% -$10.4K 0.3% 24
2026
Q2 		$1.88M Sell
17,047
-99
-0.6% -$10.4K 0.32% 23
2026
Q1 		$1.67M Sell
17,146
-236
-1% -$23.6K 0.32% 23
2025
Q4 		$1.67M Buy
17,382
+898
+5% +$86.3K 0.32% 24
2025
Q3 		$1.59M Buy
16,484
+572
+4% +$54.2K 0.31% 24
2025
Q2 		$1.46M Buy
15,912
+416
+3% +$35.9K 0.31% 24
2025
Q1 		$1.32M Sell
15,496
-138
-0.9% -$12.3K 0.3% 23
2024
Q4 		$1.38M Buy
15,634
+15
+0.1% +$1.36K 0.31% 24
2024
Q3 		$1.38M Sell
15,619
-23
-0.1% -$1.94K 0.31% 24
2024
Q2 		$1.27M Sell
15,642
-319
-2% -$26K 0.31% 25
2024
Q1 		$1.34M Buy
15,961
+132
+0.8% +$10.5K 0.33% 23
2023
Q4 		$1.23M Sell
15,829
-99
-0.6% -$7.03K 0.33% 24
2023
Q3 		$1.1M Buy
15,928
+547
+4% +$39.9K 0.32% 24
2023
Q2 		$1.12M Buy
15,381
+100
+0.7% +$6.96K 0.32% 23
2023
Q1 		$1.07M Sell
15,281
-374
-2% -$26.4K 0.32% 23
2022
Q4 		$1.06M Sell
15,655
-133
-0.8% -$8.97K 0.34% 23
2022
Q3 		$981K Sell
15,788
-50
-0.3% -$3.44K 0.33% 24
2022
Q2 		$1.02M Buy
15,838
+74
+0.5% +$5.27K 0.34% 24
2022
Q1 		$1.23M Buy
15,764
+664
+4% +$51.1K 0.35% 23
2021
Q4 		$1.25M Buy
15,100
+577
+4% +$47.4K 0.35% 24
2021
Q3 		$1.14M Buy
+14,523
New +$1.16M 0.35% 23
2021
Q1 		$1.17M Sell
15,753
-10
-0.1% -$723 0.41% 20
2020
Q4 		$1.08M Buy
+15,763
New +$1M 0.43% 18

Other funds holding IWR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

WestHill Financial Advisors's IWR Position: Q3 2026 in Review

WestHill Financial Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.55% in Q3 2026, selling an estimated $10.4K and leaving 16,953 shares worth $1.81M. The position accounts for 0.3% of the portfolio, ranked #24.

WestHill Financial Advisors first reported a position in IWR in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.88M in Q2 2026. 192 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • WestHill Financial Advisors held 16,953 shares of iShares Russell Mid-Cap ETF worth $1.81M as of Q3 2026.
  • WestHill Financial Advisors sold 94 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $10.4K.
  • iShares Russell Mid-Cap ETF made up 0.3% of WestHill Financial Advisors's portfolio in Q3 2026, its #24 holding.
  • WestHill Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • WestHill Financial Advisors's iShares Russell Mid-Cap ETF position peaked at $1.88M in Q2 2026.
  • 192 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on WestHill Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.