Westmount Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Westmount Partners’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$791K	Sell	3,261 -127	-4%	-$29.6K	0.17%	108
2026 Q1	$724K	Hold	3,388	–	–	0.18%	106
2025 Q4	$713K	Hold	3,388	–	–	0.18%	103
2025 Q3	$691K	Hold	3,388	–	–	0.18%	103
2025 Q2	$658K	Sell	3,388 -55	-2%	-$10.2K	0.18%	105
2025 Q1	$648K	Sell	3,443 -217	-6%	-$41.3K	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%	+$9.98K	0.24%	93
2023 Q4	$595K	Buy	3,601 +1	+0%	+$154	0.24%	89
2023 Q3	$547K	Sell	3,600 -9	-0.2%	-$1.43K	0.24%	97
2023 Q2	$570K	Hold	3,609	–	–	0.25%	88
2023 Q1	$550K	Buy	3,609 +100	+3%	+$15.4K	0.25%	87
2022 Q4	$532K	Buy	+3,509	New	+$525K	0.28%	87

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Westmount Partners's IWD Position: Q2 2026 in Review

Westmount Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.7% in Q2 2026, selling an estimated $29.6K and leaving 3,261 shares worth $791K. The position accounts for 0.17% of the portfolio, ranked #108.

Westmount Partners first reported a position in IWD in Q4 2022 and has held it in 15 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Westmount Partners held 3,261 shares of iShares Russell 1000 Value ETF worth $791K as of Q2 2026.
Westmount Partners sold 127 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $29.6K.
iShares Russell 1000 Value ETF made up 0.17% of Westmount Partners's portfolio in Q2 2026, its #108 holding.
Westmount Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 15 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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