Westmount Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $691K | Hold |
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|
2025
Q2 | $658K | Sell |
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|
2025
Q1 | $648K | Sell |
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|
2024
Q4 | $678K | Hold |
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|
2024
Q3 | $695K | Hold |
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|
2024
Q2 | $635K | Hold |
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|
2024
Q1 | $656K | Buy |
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|
2023
Q4 | $595K | Buy |
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|
2023
Q3 | $547K | Sell |
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|
2023
Q2 | $570K | Hold |
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|
2023
Q1 | $550K | Buy |
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|
2022
Q4 | $532K | Buy |
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