Westmount Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Westmount Partners’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.59M	Buy	12,819 +99	+0.8%	+$11.9K	0.35%	64
2026 Q1	$1.36M	Sell	12,720 -84	-0.7%	-$9.53K	0.33%	61
2025 Q4	$1.51M	Buy	12,804 +308	+2%	+$36.5K	0.38%	57
2025 Q3	$1.47M	Sell	12,496 -20	-0.2%	-$2.23K	0.38%	59
2025 Q2	$1.33M	Hold	12,516	–	–	0.36%	60
2025 Q1	$1.13M	Sell	12,516 -1,420	-10%	-$140K	0.34%	62
2024 Q4	$1.4M	Sell	13,936 -40	-0.3%	-$3.93K	0.43%	48
2024 Q3	$1.31M	Hold	13,976	–	–	0.39%	51
2024 Q2	$1.29M	Hold	13,976	–	–	0.42%	46
2024 Q1	$1.18M	Buy	13,976 +136	+1%	+$11K	0.42%	48
2023 Q4	$1.05M	Sell	13,840 -6,112	-31%	-$432K	0.43%	52
2023 Q3	$1.33M	Buy	19,952 +6,288	+46%	+$434K	0.58%	37
2023 Q2	$940K	Hold	13,664	–	–	0.41%	52
2023 Q1	$835K	Hold	13,664	–	–	0.39%	54
2022 Q4	$732K	Buy	+13,664	New	+$752K	0.38%	62

Other funds holding IWF

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

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Westmount Partners's IWF Position: Q2 2026 in Review

Westmount Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.78% in Q2 2026, buying an estimated $11.9K and bringing the position to 12,819 shares worth $1.59M. The position accounts for 0.35% of the portfolio, ranked #64.

Westmount Partners first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Westmount Partners held 12,819 shares of iShares Russell 1000 Growth ETF worth $1.59M as of Q2 2026.
Westmount Partners bought 99 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $11.9K.
iShares Russell 1000 Growth ETF made up 0.35% of Westmount Partners's portfolio in Q2 2026, its #64 holding.
Westmount Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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