WP
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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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return