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

West Hill Financial Advisors, Inc.

$509 Million
Q3 2025

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 16,484 shares of IWR stock, worth $1.56 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

16,484

Previous 15,912 3.59%

Holding current value

$1.56 Million

Previous $1.46 Million 8.75%

% of portfolio

0.31%

Previous 0.31%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	BUY	$92.26 - $97.51 $52,772 - $55,775	572 Added 3.59%	16,484 $1.59 Million
Q2 2025 Jul 09, 2025	BUY	$74.88 - $91.97 $31,150 - $38,259	416 Added 2.68%	15,912 $1.46 Million
Q1 2025 Apr 21, 2025	SELL	$82.81 - $92.93 $11,427 - $12,824	-138 Reduced 0.88%	15,496 $1.32 Million
Q4 2024 Jan 31, 2025	BUY	$87.25 - $95.52 $1,308 - $1,432	15 Added 0.1%	15,634 $1.38 Million
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

# of Institutions

1,647

Shares Held

392M

Call Options Held

208K

Put Options Held

28.7K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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 ETF Transaction History