Westmount Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Hold |
5,706
| – | – | 0.14% | 122 |
|
|
2025
Q1 | $485K | Sell |
5,706
-452
| -7% | -$38.5K | 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% | -$402 | 0.16% | 111 |
|
|
2024
Q1 | $518K | Buy |
6,163
+5
| +0.1% | +$420 | 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 |
|