WP
IJR icon

Westmount Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Westmount Partners’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.03M Buy
27,146
+844
+3% +$116K 0.88% 19
2026
Q1 		$3.27M Buy
26,302
+250
+1% +$31.8K 0.8% 23
2025
Q4 		$3.13M Buy
26,052
+79
+0.3% +$9.45K 0.78% 24
2025
Q3 		$3.1M Buy
25,973
+12
+0% +$1.38K 0.8% 27
2025
Q2 		$2.84M Buy
25,961
+16,950
+188% +$1.75M 0.78% 25
2025
Q1 		$942K Sell
9,011
-459
-5% -$51.8K 0.29% 75
2024
Q4 		$1.09M Buy
9,470
+41
+0.4% +$4.9K 0.33% 60
2024
Q3 		$1.1M Sell
9,429
-205
-2% -$23.2K 0.33% 61
2024
Q2 		$1.02M Sell
9,634
-4
-0% -$428 0.34% 62
2024
Q1 		$1.07M Buy
9,638
+804
+9% +$85.4K 0.38% 57
2023
Q4 		$956K Sell
8,834
-92
-1% -$8.87K 0.39% 59
2023
Q3 		$842K Buy
8,926
+1,336
+18% +$133K 0.37% 65
2023
Q2 		$756K Buy
7,590
+358
+5% +$34.1K 0.33% 63
2023
Q1 		$699K Sell
7,232
-1
-0% -$100 0.32% 71
2022
Q4 		$685K Buy
+7,233
New +$694K 0.36% 67

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return