Westmount Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Hold |
4,072
| – | – | 0.16% | 116 |
|
|
2025
Q1 | $478K | Hold |
4,072
| – | – | 0.15% | 130 |
|
|
2024
Q4 | $516K | Hold |
4,072
| – | – | 0.16% | 117 |
|
|
2024
Q3 | $478K | Sell |
4,072
-48
| -1% | -$5.63K | 0.14% | 120 |
|
|
2024
Q2 | $452K | Buy |
4,120
+62
| +2% | +$6.8K | 0.15% | 119 |
|
|
2024
Q1 | $463K | Buy |
4,058
+1
| +0% | +$114 | 0.17% | 119 |
|
|
2023
Q4 | $424K | Hold |
4,057
| – | – | 0.17% | 123 |
|
|
2023
Q3 | $371K | Hold |
4,057
| – | – | 0.16% | 134 |
|
|
2023
Q2 | $392K | Hold |
4,057
| – | – | 0.17% | 120 |
|
|
2023
Q1 | $369K | Hold |
4,057
| – | – | 0.17% | 124 |
|
|
2022
Q4 | $339K | Buy |
+4,057
| New | +$339K | 0.18% | 125 |
|