WFA
WestHill Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
15,912
+416
| +3% | +$38.3K | 0.31% | 24 |
|
|
2025
Q1 | $1.32M | Sell |
15,496
-138
| -0.9% | -$11.7K | 0.3% | 23 |
|
|
2024
Q4 | $1.38M | Buy |
15,634
+15
| +0.1% | +$1.33K | 0.31% | 24 |
|
|
2024
Q3 | $1.38M | Sell |
15,619
-23
| -0.1% | -$2.03K | 0.31% | 24 |
|
|
2024
Q2 | $1.27M | Sell |
15,642
-319
| -2% | -$25.9K | 0.31% | 25 |
|
|
2024
Q1 | $1.34M | Buy |
15,961
+132
| +0.8% | +$11.1K | 0.33% | 23 |
|
|
2023
Q4 | $1.23M | Sell |
15,829
-99
| -0.6% | -$7.7K | 0.33% | 24 |
|
|
2023
Q3 | $1.1M | Buy |
15,928
+547
| +4% | +$37.9K | 0.32% | 24 |
|
|
2023
Q2 | $1.12M | Buy |
15,381
+100
| +0.7% | +$7.3K | 0.32% | 23 |
|
|
2023
Q1 | $1.07M | Sell |
15,281
-374
| -2% | -$26.2K | 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% | -$3.11K | 0.33% | 24 |
|
|
2022
Q2 | $1.02M | Buy |
15,838
+74
| +0.5% | +$4.78K | 0.34% | 24 |
|
|
2022
Q1 | $1.23M | Buy |
15,764
+664
| +4% | +$51.8K | 0.35% | 23 |
|
|
2021
Q4 | $1.25M | Buy |
15,100
+577
| +4% | +$47.9K | 0.35% | 24 |
|
|
2021
Q3 | $1.14M | Buy |
+14,523
| New | +$1.14M | 0.35% | 23 |
|
|
2021
Q1 | $1.17M | Sell |
15,753
-10
| -0.1% | -$740 | 0.41% | 20 |
|
|
2020
Q4 | $1.08M | Buy |
+15,763
| New | +$1.08M | 0.43% | 18 |
|