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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.59M | Buy |
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|
2025
Q2 | $1.46M | Buy |
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|
2025
Q1 | $1.32M | Sell |
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|
2024
Q4 | $1.38M | Buy |
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|
2024
Q3 | $1.38M | Sell |
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|
2024
Q2 | $1.27M | Sell |
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|
2024
Q1 | $1.34M | Buy |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.1M | Buy |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $1.06M | Sell |
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|
2022
Q3 | $981K | Sell |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q1 | $1.17M | Sell |
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|
2020
Q4 | $1.08M | Buy |
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