Westmount Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $551K | Hold |
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|
2025
Q2 | $525K | Hold |
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|
2025
Q1 | $485K | Sell |
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|
2024
Q4 | $544K | Hold |
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|
2024
Q3 | $543K | Hold |
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|
2024
Q2 | $495K | Sell |
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|
2024
Q1 | $518K | Buy |
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|
2023
Q4 | $479K | Hold |
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|
2023
Q3 | $426K | Hold |
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|
2023
Q2 | $450K | Hold |
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|
2023
Q1 | $431K | Hold |
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|
2022
Q4 | $415K | Buy |
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