Westmount Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Westmount Partners’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.96M	Sell	4,776 -43	-0.9%	-$17K	0.43%	53
2026 Q1	$1.72M	Hold	4,819	–	–	0.42%	52
2025 Q4	$1.8M	Hold	4,819	–	–	0.45%	50
2025 Q3	$1.77M	Hold	4,819	–	–	0.46%	47
2025 Q2	$1.64M	Buy	4,819 +1,145	+31%	+$359K	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%	-$1.51K	0.35%	59
2024 Q2	$1.1M	Sell	3,679 -55	-1%	-$15.8K	0.36%	58
2024 Q1	$1.08M	Buy	3,734 +13	+0.3%	+$3.56K	0.39%	56
2023 Q4	$976K	Buy	3,721 +20	+0.5%	+$4.9K	0.4%	58
2023 Q3	$869K	Hold	3,701	–	–	0.38%	59
2023 Q2	$902K	Buy	3,701 +7	+0.2%	+$1.61K	0.39%	58
2023 Q1	$832K	Buy	3,694 +9	+0.2%	+$1.98K	0.38%	55
2022 Q4	$776K	Buy	+3,685	New	+$780K	0.4%	57

Other funds holding IWB

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

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

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Westmount Partners's IWB Position: Q2 2026 in Review

Westmount Partners reduced its iShares Russell 1000 ETF (IWB) stake by 0.89% in Q2 2026, selling an estimated $17K and leaving 4,776 shares worth $1.96M. The position accounts for 0.43% of the portfolio, ranked #53.

Westmount Partners first reported a position in IWB in Q4 2022 and has held it in 15 quarters since. 460 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Westmount Partners held 4,776 shares of iShares Russell 1000 ETF worth $1.96M as of Q2 2026.
Westmount Partners sold 43 iShares Russell 1000 ETF shares in Q2 2026, an estimated $17K.
iShares Russell 1000 ETF made up 0.43% of Westmount Partners's portfolio in Q2 2026, its #53 holding.
Westmount Partners first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
460 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.