IWD — ISHARES TR

Ownership history in WestHill Financial Advisors, Inc.  ·  19 quarters on record

This page tracks every 13F SEC filing in which WestHill Financial Advisors, Inc. reported a position in ISHARES TR (IWD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.63% (2020 Q4)
Avg. % of fund
0.49%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 10,256 -6 -0.1% 0.41% $2.2M $210.34
2025 Q3 REDUCED 10,262 -64 -0.6% 0.41% $2.1M $202.61
2025 Q2 REDUCED 10,326 -82 -0.8% 0.43% $2.0M $192.44
2025 Q1 REDUCED 10,408 -112 -1.1% 0.45% $2.0M $185.60
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWD price (monthly, adj. close)

Other funds also holding IWD

As of 2025 Q4 — sorted by position size

Pacific Life Fund Advisors LLC 3Y 22.61% LWM ADVISORS INC 21.73% Covenant Partners, LLC 3Y 7Y 18.93% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 18.57% Objectivity Squared, LLC 17.55% LANDAAS & CO /WI /ADV 3Y 7Y 16.9% Gainplan LLC 3Y 7Y 16.41% Cedar Mountain Advisors, LLC 3Y 16.33% Stairway Partners, LLC 3Y 7Y 14.41% Paulson Wealth Management Inc. 3Y 7Y 13.14%
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