West Hill Financial Advisors, Inc. Ishares Russell Mid Cap Growth Transaction History

West Hill Financial Advisors, Inc.

$470 Million
Q2 2025

A detailed history of West Hill Financial Advisors, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, West Hill Financial Advisors, Inc. holds 74,334 shares of IWP stock, worth $10.7 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares

74,334

Previous 74,236 0.13%

Holding current value

$10.7 Million

Previous $8.72 Million 18.2%

% of portfolio

2.19%

Previous 2.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$104.34 - $138.68 $10,225 - $13,590	98 Added 0.13%	74,334 $10.3 Million
Q1 2025 Apr 21, 2025	SELL	$114.9 - $139.6 $636,316 - $773,104	-5,538 Reduced 6.94%	74,236 $8.72 Million
Q4 2024 Jan 31, 2025	BUY	$116.4 - $138.52 $91,490 - $108,876	786 Added 1.0%	79,774 $10.1 Million
Q3 2024 Oct 18, 2024	BUY	$103.87 - $117.59 $309,117 - $349,947	2,976 Added 3.92%	78,988 $9.26 Million
Q2 2024 Jul 19, 2024	BUY	$105.7 - $113.43 $37,734 - $40,494	357 Added 0.47%	76,012 $8.39 Million
Q1 2024 Apr 24, 2024	SELL	$100.66 - $114.14 $74,891 - $84,920	-744 Reduced 0.97%	75,655 $8.64 Million
Q4 2023 Jan 31, 2024	BUY	$85.66 - $105.12 $53,366 - $65,489	623 Added 0.82%	76,399 $7.98 Million
Q3 2023 Nov 13, 2023	BUY	$89.97 - $100.32 $75,124 - $83,767	835 Added 1.11%	75,776 $6.92 Million
Q2 2023 Aug 10, 2023	BUY	$87.72 - $96.63 $44,210 - $48,701	504 Added 0.68%	74,941 $7.24 Million
Q1 2023 May 11, 2023	BUY	$82.89 - $94.68 $68,384 - $78,111	825 Added 1.12%	74,437 $6.78 Million
Q4 2022 Feb 14, 2023	BUY	$77.4 - $89.88 $9,907 - $11,504	128 Added 0.17%	73,612 $6.15 Million
Q3 2022 Nov 14, 2022	BUY	$78.02 - $94.38 $245,450 - $296,919	3,146 Added 4.47%	73,484 $5.76 Million
Q2 2022 Jul 29, 2022	BUY	$75.41 - $102.47 $208,734 - $283,636	2,768 Added 4.1%	70,338 $5.57 Million
Q1 2022 Apr 27, 2022	BUY	$89.52 - $114.03 $906,210 - $1.15 Million	10,123 Added 17.62%	67,570 $6.79 Million
Q4 2021 Feb 14, 2022	BUY	$109.8 - $123.28 $156,355 - $175,550	1,424 Added 2.54%	57,447 $6.62 Million
Q3 2021 Oct 13, 2021	BUY	$109.39 - $119.47 $394,569 - $430,928	3,607 Added 6.88%	56,023 $6.28 Million
Q1 2021 Oct 13, 2021	SELL	$96.94 - $112.05 $304,779 - $352,285	-3,144 Reduced 5.66%	52,416 $5.35 Million
Q4 2020 Feb 17, 2021	BUY	$86.54 - $104.78 $4.81 Million - $5.82 Million	55,560 New	55,560 $5.7 Million

Others Institutions Holding IWP

# of Institutions

1,308

Shares Held

131M

Call Options Held

196K

Put Options Held

340K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

More about IWP

Track This Portfolio

Portfolio Update

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

News

Stay updated on West Hill Financial Advisors, Inc. with notifications on news.

Account

West Hill Financial Advisors, Inc. Ishares Russell Mid Cap Growth Transaction History