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

Westmount Partners’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,258	Closed	-$431K	–	253
2025 Q2	$431K	Hold	3,258	–	–	0.12%	143
2025 Q1	$410K	Buy	3,258 +1	+0%	+$130	0.13%	143
2024 Q4	$421K	Buy	3,257 +1	+0%	+$134	0.13%	129
2024 Q3	$431K	Hold	3,256	–	–	0.13%	130
2024 Q2	$389K	Buy	3,256 +1	+0%	+$122	0.13%	132
2024 Q1	$408K	Buy	3,255 +135	+4%	+$15.9K	0.15%	131
2023 Q4	$363K	Buy	3,120 +2	+0.1%	+$213	0.15%	136
2023 Q3	$325K	Hold	3,118	–	–	0.14%	145
2023 Q2	$343K	Hold	3,118	–	–	0.15%	137
2023 Q1	$331K	Buy	3,118 +1	+0%	+$109	0.15%	135
2022 Q4	$328K	Buy	+3,117	New	+$327K	0.17%	129

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

FCBT

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Westmount Partners's IWS Position: Q3 2025 in Review

Westmount Partners sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2025, closing a stake of 3,258 shares — an estimated $431K sold.

Westmount Partners first reported a position in IWS in Q4 2022 and held it in 11 quarters. The position peaked at $431K in Q3 2024. 933 funds tracked by Wall St. Rank hold IWS as of Q3 2025.

Westmount Partners reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Westmount Partners sold 3,258 iShares Russell Mid-Cap Value ETF shares in Q3 2025, an estimated $431K.
Westmount Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and held it in 11 quarters.
Westmount Partners's iShares Russell Mid-Cap Value ETF position peaked at $431K in Q3 2024.
933 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2025.

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