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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WestHill Financial Advisors's IWR Position: Q2 2026 in Review

WestHill Financial Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.58% in Q2 2026, selling an estimated $10.4K and leaving 17,047 shares worth $1.88M. The position accounts for 0.32% of the portfolio, ranked #23.

WestHill Financial Advisors first reported a position in IWR in Q4 2020 and has held it in 22 quarters since. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • WestHill Financial Advisors held 17,047 shares of iShares Russell Mid-Cap ETF worth $1.88M as of Q2 2026.
  • WestHill Financial Advisors sold 99 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $10.4K.
  • iShares Russell Mid-Cap ETF made up 0.32% of WestHill Financial Advisors's portfolio in Q2 2026, its #23 holding.
  • WestHill Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.