Westmount Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Westmount Partners’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,072	Closed	-$565K	–	252
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%	-$5.37K	0.14%	120
2024 Q2	$452K	Buy	4,120 +62	+2%	+$6.81K	0.15%	119
2024 Q1	$463K	Buy	4,058 +1	+0%	+$108	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	+$341K	0.18%	125

Other funds holding IWP

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Westmount Partners's IWP Position: Q3 2025 in Review

Westmount Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2025, closing a stake of 4,072 shares — an estimated $565K sold.

Westmount Partners first reported a position in IWP in Q4 2022 and held it in 11 quarters. The position peaked at $565K in Q2 2025. 1,163 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

Westmount Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Westmount Partners sold 4,072 iShares Russell Mid-Cap Growth ETF shares in Q3 2025, an estimated $565K.
Westmount Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and held it in 11 quarters.
Westmount Partners's iShares Russell Mid-Cap Growth ETF position peaked at $565K in Q2 2025.
1,163 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

Based on Westmount Partners's 13F filing for Q3 2025, filed 14 Oct 2025.