Westmount Partners’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Westmount Partners’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$326K	Hold	2,776	–	–	0.07%	200
2026 Q1	$279K	Hold	2,776	–	–	0.07%	211
2025 Q4	$269K	Hold	2,776	–	–	0.07%	210
2025 Q3	$267K	Hold	2,776	–	–	0.07%	206
2025 Q2	$253K	Hold	2,776	–	–	0.07%	214
2025 Q1	$231K	Hold	2,776	–	–	0.07%	215
2024 Q4	$252K	Hold	2,776	–	–	0.08%	185
2024 Q3	$255K	Hold	2,776	–	–	0.08%	185
2024 Q2	$242K	Hold	2,776	–	–	0.08%	183
2024 Q1	$253K	Hold	2,776	–	–	0.09%	180
2023 Q4	$220K	Hold	2,776	–	–	0.09%	178
2023 Q3	$201K	Hold	2,776	–	–	0.09%	182
2023 Q2	$208K	Buy	+2,776	New	+$198K	0.09%	171

Other funds holding IJK

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return