WFA
WestHill Financial Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.42M | Buy |
71,318
+199
| +0.3% | +$26.3K | 2% | 10 |
|
|
2025
Q1 | $8.96M | Buy |
71,119
+1,316
| +2% | +$166K | 2.05% | 10 |
|
|
2024
Q4 | $9.03M | Buy |
69,803
+1,605
| +2% | +$208K | 2.02% | 11 |
|
|
2024
Q3 | $9.02M | Buy |
68,198
+136
| +0.2% | +$18K | 2.02% | 11 |
|
|
2024
Q2 | $8.22M | Sell |
68,062
-331
| -0.5% | -$40K | 1.99% | 11 |
|
|
2024
Q1 | $8.57M | Buy |
68,393
+2,134
| +3% | +$267K | 2.11% | 10 |
|
|
2023
Q4 | $7.71M | Buy |
66,259
+1,081
| +2% | +$126K | 2.04% | 11 |
|
|
2023
Q3 | $6.8M | Buy |
65,178
+3,414
| +6% | +$356K | 1.98% | 11 |
|
|
2023
Q2 | $6.78M | Buy |
61,764
+710
| +1% | +$78K | 1.92% | 11 |
|
|
2023
Q1 | $6.48M | Buy |
61,054
+191
| +0.3% | +$20.3K | 1.94% | 11 |
|
|
2022
Q4 | $6.41M | Sell |
60,863
-49
| -0.1% | -$5.16K | 2.05% | 10 |
|
|
2022
Q3 | $5.85M | Buy |
60,912
+768
| +1% | +$73.8K | 2% | 10 |
|
|
2022
Q2 | $6.11M | Buy |
60,144
+1,449
| +2% | +$147K | 2.02% | 10 |
|
|
2022
Q1 | $7.02M | Buy |
58,695
+2,996
| +5% | +$358K | 2.03% | 10 |
|
|
2021
Q4 | $6.82M | Buy |
55,699
+1,589
| +3% | +$194K | 1.93% | 12 |
|
|
2021
Q3 | $6.13M | Buy |
+54,110
| New | +$6.13M | 1.89% | 13 |
|
|
2021
Q1 | $5.67M | Sell |
51,885
-1,691
| -3% | -$185K | 2.01% | 11 |
|
|
2020
Q4 | $5.2M | Buy |
+53,576
| New | +$5.2M | 2.04% | 11 |
|