Westmount Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
4,819
+1,145
| +31% | +$389K | 0.45% | 49 |
|
|
2025
Q1 | $1.13M | Hold |
3,674
| – | – | 0.34% | 63 |
|
|
2024
Q4 | $1.18M | Hold |
3,674
| – | – | 0.36% | 54 |
|
|
2024
Q3 | $1.15M | Sell |
3,674
-5
| -0.1% | -$1.57K | 0.35% | 59 |
|
|
2024
Q2 | $1.1M | Sell |
3,679
-55
| -1% | -$16.4K | 0.36% | 58 |
|
|
2024
Q1 | $1.08M | Buy |
3,734
+13
| +0.3% | +$3.75K | 0.39% | 56 |
|
|
2023
Q4 | $976K | Buy |
3,721
+20
| +0.5% | +$5.25K | 0.4% | 58 |
|
|
2023
Q3 | $869K | Hold |
3,701
| – | – | 0.38% | 59 |
|
|
2023
Q2 | $902K | Buy |
3,701
+7
| +0.2% | +$1.71K | 0.39% | 58 |
|
|
2023
Q1 | $832K | Buy |
3,694
+9
| +0.2% | +$2.03K | 0.38% | 55 |
|
|
2022
Q4 | $776K | Buy |
+3,685
| New | +$776K | 0.4% | 57 |
|