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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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