WestHill Financial Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.4M | Buy |
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|
2025
Q2 | $9.42M | Buy |
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|
2025
Q1 | $8.96M | Buy |
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|
2024
Q4 | $9.03M | Buy |
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|
2024
Q3 | $9.02M | Buy |
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|
2024
Q2 | $8.22M | Sell |
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|
2024
Q1 | $8.57M | Buy |
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|
2023
Q4 | $7.71M | Buy |
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|
2023
Q3 | $6.8M | Buy |
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|
2023
Q2 | $6.78M | Buy |
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|
2023
Q1 | $6.48M | Buy |
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|
2022
Q4 | $6.41M | Sell |
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|
2022
Q3 | $5.85M | Buy |
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|
2022
Q2 | $6.11M | Buy |
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|
2022
Q1 | $7.02M | Buy |
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|
2021
Q4 | $6.82M | Buy |
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|
2021
Q3 | $6.13M | Buy |
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|
2021
Q1 | $5.67M | Sell |
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|
2020
Q4 | $5.2M | Buy |
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