Westmount Partners’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Sell |
10,577
-175
| -2% | -$37.8K | 0.63% | 36 |
|
|
2025
Q1 | $2.14M | Buy |
10,752
+388
| +4% | +$77.4K | 0.65% | 36 |
|
|
2024
Q4 | $2.29M | Buy |
10,364
+195
| +2% | +$43.1K | 0.7% | 30 |
|
|
2024
Q3 | $2.25M | Sell |
10,169
-6
| -0.1% | -$1.33K | 0.68% | 29 |
|
|
2024
Q2 | $2.05M | Buy |
10,175
+93
| +0.9% | +$18.7K | 0.68% | 33 |
|
|
2024
Q1 | $2.12M | Buy |
10,082
+10
| +0.1% | +$2.1K | 0.76% | 30 |
|
|
2023
Q4 | $2.02M | Buy |
10,072
+326
| +3% | +$65.4K | 0.83% | 25 |
|
|
2023
Q3 | $1.72M | Buy |
9,746
+161
| +2% | +$28.5K | 0.76% | 29 |
|
|
2023
Q2 | $1.79M | Buy |
9,585
+70
| +0.7% | +$13.1K | 0.78% | 26 |
|
|
2023
Q1 | $1.7M | Buy |
9,515
+289
| +3% | +$51.6K | 0.78% | 26 |
|
|
2022
Q4 | $1.61M | Buy |
+9,226
| New | +$1.61M | 0.84% | 23 |
|