West Wealth Group, LLC Sells in Q2 2025

West Wealth Group, LLC

  • $367 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-98.2K
- 65.95%
$50.08 - $63.14 $4.92M - $6.2M
50.7K $3.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
-124K
- 22.8%
$82.96 - $110.1 $10.3M - $13.6M
419K $46.1M
HEFA
Ishares Currency Hedged Msci E

ETFs
-92K
- 68.38%
$32.11 - $38.21 $2.95M - $3.51M
42.5K $1.61M
IVE
Ishares S&P 500 Value ETF

ETFs
-6.57K
- 3.22%
$168.34 - $195.42 $1.11M - $1.28M
198K $38.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-391
- 34.33%
$496.48 - $617.85 $194K - $242K
748 $462K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.97K
- 44.92%
$51.14 - $57.0 $152K - $169K
3.64K $207K
DGRO
Ishares Core Dividend Growth E

ETFs
-2.21K
- 16.56%
$55.22 - $63.94 $122K - $141K
11.1K $711K
COST
Costco Wholesale Corp

Consumer Defensive
-136
- 17.24%
$908.13 - $1056.85 $124K - $144K
653 $646K
IGRO
Ishares Tr International Divid

ETFs
-1.73K
- 25.99%
$66.32 - $80.17 $115K - $139K
4.92K $388K
ABBV
Abb Vie Inc.

Healthcare
-60
- 3.19%
$170.16 - $206.27 $10.2K - $12.4K
1.82K $338K
PG
Procter & Gamble CO

Consumer Defensive
-63
- 1.75%
$157.66 - $172.39 $9.93K - $10.9K
3.54K $563K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.09K
- 8.93%
$22.54 - $23.17 $47K - $48.3K
21.3K $488K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10
- 1.19%
$483.48 - $539.8 $4.83K - $5.4K
833 $404K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-1.9K
- 1.44%
$21.55 - $22.2 $40.8K - $42.1K
130K $2.88M
ROST
Ross Stores, Inc.

Consumer Cyclical
-48
- 1.76%
$126.62 - $154.26 $6.08K - $7.4K
2.68K $341K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-60
- 1.1%
$51.68 - $52.76 $3.1K - $3.17K
5.37K $283K
AOA
Ishares Tr Core Aggressive All

ETFs
-481
- 7.54%
$69.46 - $83.4 $33.4K - $40.1K
5.9K $492K
VGT
Vanguard Information Technolog

ETFs
-74
- 16.09%
$470.37 - $663.28 $34.8K - $49.1K
386 $256K
GOOGL
Alphabet Inc.

Communication Services
-283
- 9.99%
$144.7 - $178.6 $41K - $50.5K
2.55K $449K
EMB
Ishares Tr

ETFs
-40
- 0.44%
$86.54 - $92.62 $3.46K - $3.7K
8.96K $830K
IFRA
Ishares Tr

ETFs
-176
- 2.95%
$40.97 - $49.19 $7.21K - $8.66K
5.8K $285K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-3
- 0.1%
$59.98 - $74.92 $180 - $225
3.12K $232K
KKR
Kkr & Co. Inc.

Financial Services
-51
- 2.19%
$92.79 - $134.29 $4.73K - $6.85K
2.28K $302K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-25
- 0.66%
$91.62 - $116.16 $2.29K - $2.9K
3.76K $436K
USXF
Ishares Esg Advanced Msci Usa

Technology
-330
- 3.04%
$41.54 - $53.93 $13.7K - $17.8K
10.5K $566K
DIS
Walt Disney CO

Communication Services
-1.29K
- 14.29%
$81.72 - $124.01 $105K - $160K
7.72K $957K
NFLX
Netflix Inc

Communication Services
-24
- 7.23%
$855.86 - $1339.13 $20.5K - $32.1K
308 $412K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-45
- 0.39%
$108.06 - $135.3 $4.86K - $6.09K
11.4K $1.54M
NVDA
Nvidia Corp

Technology
-2.8K
- 9.44%
$94.31 - $157.99 $264K - $442K
26.8K $4.24M
IYW
Ishares Dj Us Tech ETF

ETFs
-5.17K
- 6.78%
$122.57 - $173.27 $633K - $895K
71.1K $12.3M
Activity Summary
Buys All Purchases 78 New Holdings 24 Increased Positions 54 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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