West Financial Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

West Financial Advisors, LLC

  • $602 Million
  • Q3 2025

A detailed history of West Financial Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 1,040 shares of IWR stock, worth $98,883. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,040
Previous 1,040 -0.0%
Holding current value
$98,883
Previous $95,000 5.26%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Feb 22, 2021
BUY
$57.75 - $68.61 $16,054 - $19,073
278 Added 36.48%
1,040 $71,000
Q4 2020

Feb 02, 2021
BUY
$57.75 - $68.61 $44,005 - $52,280
762 New
762 $41 Million

Others Institutions Holding IWR

# of Institutions
1,605
Shares Held
377M
Call Options Held
198K
Put Options Held
37.3K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track West Financial Advisors, LLC Portfolio

Follow West Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email