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

WestHill Financial Advisors’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.3M	Sell	74,979 -236	-0.3%	-$37.2K	2.1%	9
2026 Q1	$11M	Buy	75,215 +410	+0.5%	+$60.9K	2.1%	9
2025 Q4	$10.6M	Buy	74,805 +455	+0.6%	+$63.6K	2%	9
2025 Q3	$10.4M	Buy	74,350 +3,032	+4%	+$414K	2.04%	11
2025 Q2	$9.42M	Buy	71,318 +199	+0.3%	+$25K	2%	10
2025 Q1	$8.96M	Buy	71,119 +1,316	+2%	+$171K	2.05%	10
2024 Q4	$9.03M	Buy	69,803 +1,605	+2%	+$215K	2.02%	11
2024 Q3	$9.02M	Buy	68,198 +136	+0.2%	+$17.2K	2.02%	11
2024 Q2	$8.22M	Sell	68,062 -331	-0.5%	-$40.2K	1.99%	11
2024 Q1	$8.57M	Buy	68,393 +2,134	+3%	+$251K	2.11%	10
2023 Q4	$7.71M	Buy	66,259 +1,081	+2%	+$115K	2.04%	11
2023 Q3	$6.8M	Buy	65,178 +3,414	+6%	+$376K	1.98%	11
2023 Q2	$6.78M	Buy	61,764 +710	+1%	+$74.8K	1.92%	11
2023 Q1	$6.48M	Buy	61,054 +191	+0.3%	+$20.8K	1.94%	11
2022 Q4	$6.41M	Sell	60,863 -49	-0.1%	-$5.14K	2.05%	10
2022 Q3	$5.85M	Buy	60,912 +768	+1%	+$82K	2%	10
2022 Q2	$6.11M	Buy	60,144 +1,449	+2%	+$162K	2.02%	10
2022 Q1	$7.02M	Buy	58,695 +2,996	+5%	+$353K	2.03%	10
2021 Q4	$6.82M	Buy	55,699 +1,589	+3%	+$190K	1.93%	12
2021 Q3	$6.13M	Buy	+54,110	New	+$6.26M	1.89%	13
2021 Q1	$5.67M	Sell	51,885 -1,691	-3%	-$176K	2.01%	11
2020 Q4	$5.2M	Buy	+53,576	New	+$4.83M	2.04%	11

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

WestHill Financial Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.31% in Q2 2026, selling an estimated $37.2K and leaving 74,979 shares worth $12.3M. The position accounts for 2.1% of the portfolio, ranked #9.

WestHill Financial Advisors first reported a position in IWS in Q4 2020 and has held it in 22 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

WestHill Financial Advisors held 74,979 shares of iShares Russell Mid-Cap Value ETF worth $12.3M as of Q2 2026.
WestHill Financial Advisors sold 236 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $37.2K.
iShares Russell Mid-Cap Value ETF made up 2.1% of WestHill Financial Advisors's portfolio in Q2 2026, its #9 holding.
WestHill Financial Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and has held it in 22 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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