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

Westmount Partners’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$614K	Sell	5,568 -5	-0.1%	-$526	0.14%	126
2026 Q1	$542K	Sell	5,573 -133	-2%	-$13.3K	0.13%	134
2025 Q4	$549K	Hold	5,706	–	–	0.14%	124
2025 Q3	$551K	Hold	5,706	–	–	0.14%	124
2025 Q2	$525K	Hold	5,706	–	–	0.14%	122
2025 Q1	$485K	Sell	5,706 -452	-7%	-$40.3K	0.15%	124
2024 Q4	$544K	Hold	6,158	–	–	0.17%	112
2024 Q3	$543K	Hold	6,158	–	–	0.16%	106
2024 Q2	$495K	Sell	6,158 -5	-0.1%	-$407	0.16%	111
2024 Q1	$518K	Buy	6,163 +5	+0.1%	+$396	0.19%	109
2023 Q4	$479K	Hold	6,158	–	–	0.2%	109
2023 Q3	$426K	Hold	6,158	–	–	0.19%	122
2023 Q2	$450K	Hold	6,158	–	–	0.2%	109
2023 Q1	$431K	Hold	6,158	–	–	0.2%	111
2022 Q4	$415K	Buy	+6,158	New	+$415K	0.22%	107

Other funds holding IWR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return