Westmount Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Sell |
3,388
-55
| -2% | -$10.7K | 0.18% | 105 |
|
|
2025
Q1 | $648K | Sell |
3,443
-217
| -6% | -$40.8K | 0.2% | 105 |
|
|
2024
Q4 | $678K | Hold |
3,660
| – | – | 0.21% | 95 |
|
|
2024
Q3 | $695K | Hold |
3,660
| – | – | 0.21% | 94 |
|
|
2024
Q2 | $635K | Hold |
3,660
| – | – | 0.21% | 96 |
|
|
2024
Q1 | $656K | Buy |
3,660
+59
| +2% | +$10.6K | 0.24% | 93 |
|
|
2023
Q4 | $595K | Buy |
3,601
+1
| +0% | +$165 | 0.24% | 89 |
|
|
2023
Q3 | $547K | Sell |
3,600
-9
| -0.2% | -$1.37K | 0.24% | 97 |
|
|
2023
Q2 | $570K | Hold |
3,609
| – | – | 0.25% | 88 |
|
|
2023
Q1 | $550K | Buy |
3,609
+100
| +3% | +$15.2K | 0.25% | 87 |
|
|
2022
Q4 | $532K | Buy |
+3,509
| New | +$532K | 0.28% | 87 |
|