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	0.13%	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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Westmount Partners's IWR Position: Q2 2026 in Review

Westmount Partners reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.09% in Q2 2026, selling an estimated $526 and leaving 5,568 shares worth $614K. The position accounts for 0.13% of the portfolio, ranked #126.

Westmount Partners first reported a position in IWR in Q4 2022 and has held it in 15 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Westmount Partners held 5,568 shares of iShares Russell Mid-Cap ETF worth $614K as of Q2 2026.
Westmount Partners sold 5 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $526.
iShares Russell Mid-Cap ETF made up 0.13% of Westmount Partners's portfolio in Q2 2026, its #126 holding.
Westmount Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.