A detailed history of West Hill Financial Advisors, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, West Hill Financial Advisors, Inc. holds 15,619 shares of IWR stock, worth $1.42 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
15,619
Previous 15,642 0.15%
Holding current value
$1.42 Million
Previous $1.27 Million 8.52%
% of portfolio
0.31%
Previous 0.31%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$79.92 - $88.19 $1,838 - $2,028
-23 Reduced 0.15%
15,619 $1.38 Million
Q2 2024

Jul 19, 2024

SELL
$78.66 - $83.59 $25,092 - $26,665
-319 Reduced 2.0%
15,642 $1.27 Million
Q1 2024

Apr 24, 2024

BUY
$75.37 - $84.09 $9,948 - $11,099
132 Added 0.83%
15,961 $1.34 Million
Q4 2023

Jan 31, 2024

SELL
$64.84 - $78.27 $6,419 - $7,748
-99 Reduced 0.62%
15,829 $1.23 Million
Q3 2023

Nov 13, 2023

BUY
$68.54 - $75.91 $37,491 - $41,522
547 Added 3.56%
15,928 $1.1 Million
Q2 2023

Aug 10, 2023

BUY
$67.49 - $73.03 $6,748 - $7,303
100 Added 0.65%
15,381 $1.12 Million
Q1 2023

May 11, 2023

SELL
$66.27 - $75.04 $24,784 - $28,064
-374 Reduced 2.39%
15,281 $1.07 Million
Q4 2022

Feb 14, 2023

SELL
$62.09 - $71.89 $8,257 - $9,561
-133 Reduced 0.84%
15,655 $1.06 Million
Q3 2022

Nov 14, 2022

SELL
$62.15 - $74.82 $3,107 - $3,740
-50 Reduced 0.32%
15,788 $981,000
Q2 2022

Jul 29, 2022

BUY
$62.75 - $78.76 $4,643 - $5,828
74 Added 0.47%
15,838 $1.02 Million
Q1 2022

Apr 27, 2022

BUY
$72.29 - $82.89 $48,000 - $55,038
664 Added 4.4%
15,764 $1.23 Million
Q4 2021

Feb 14, 2022

BUY
$78.41 - $85.28 $45,242 - $49,206
577 Added 3.97%
15,100 $1.25 Million
Q3 2021

Oct 13, 2021

SELL
$76.44 - $82.59 $94,021 - $101,585
-1,230 Reduced 7.81%
14,523 $1.14 Million
Q1 2021

Oct 13, 2021

SELL
$67.45 - $75.68 $674 - $756
-10 Reduced 0.06%
15,753 $1.17 Million
Q4 2020

Feb 17, 2021

BUY
$57.75 - $68.61 $910,313 - $1.08 Million
15,763 New
15,763 $1.08 Million

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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