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Westmount Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Westmount Partners’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.47M Buy
8,232
+50
+0.6% +$14.1K 0.54% 40
2026
Q1 		$2.03M Buy
8,182
+250
+3% +$64.5K 0.5% 45
2025
Q4 		$1.95M Sell
7,932
-2,552
-24% -$627K 0.49% 48
2025
Q3 		$2.54M Sell
10,484
-93
-0.9% -$21.3K 0.66% 33
2025
Q2 		$2.28M Sell
10,577
-175
-2% -$35.2K 0.63% 36
2025
Q1 		$2.14M Buy
10,752
+388
+4% +$84.2K 0.65% 36
2024
Q4 		$2.29M Buy
10,364
+195
+2% +$44.5K 0.7% 30
2024
Q3 		$2.25M Sell
10,169
-6
-0.1% -$1.28K 0.68% 29
2024
Q2 		$2.05M Buy
10,175
+93
+0.9% +$18.8K 0.68% 33
2024
Q1 		$2.12M Buy
10,082
+10
+0.1% +$2K 0.76% 30
2023
Q4 		$2.02M Buy
10,072
+326
+3% +$58.4K 0.83% 25
2023
Q3 		$1.72M Buy
9,746
+161
+2% +$30.2K 0.76% 29
2023
Q2 		$1.79M Buy
9,585
+70
+0.7% +$12.5K 0.78% 26
2023
Q1 		$1.7M Buy
9,515
+289
+3% +$53.2K 0.78% 26
2022
Q4 		$1.61M Buy
+9,226
New +$1.64M 0.84% 23

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Westmount Partners's IWM Position: Q2 2026 in Review

Westmount Partners increased its iShares Russell 2000 ETF (IWM) stake by 0.61% in Q2 2026, buying an estimated $14.1K and bringing the position to 8,232 shares worth $2.47M. The position accounts for 0.54% of the portfolio, ranked #40.

Westmount Partners first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.54M in Q3 2025. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Westmount Partners held 8,232 shares of iShares Russell 2000 ETF worth $2.47M as of Q2 2026.
  • Westmount Partners bought 50 iShares Russell 2000 ETF shares in Q2 2026, an estimated $14.1K.
  • iShares Russell 2000 ETF made up 0.54% of Westmount Partners's portfolio in Q2 2026, its #40 holding.
  • Westmount Partners first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
  • Westmount Partners's iShares Russell 2000 ETF position peaked at $2.54M in Q3 2025.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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