Westmount Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Hold |
3,258
| – | – | 0.12% | 143 |
|
|
2025
Q1 | $410K | Buy |
3,258
+1
| +0% | +$126 | 0.13% | 143 |
|
|
2024
Q4 | $421K | Buy |
3,257
+1
| +0% | +$129 | 0.13% | 129 |
|
|
2024
Q3 | $431K | Hold |
3,256
| – | – | 0.13% | 130 |
|
|
2024
Q2 | $389K | Buy |
3,256
+1
| +0% | +$120 | 0.13% | 132 |
|
|
2024
Q1 | $408K | Buy |
3,255
+135
| +4% | +$16.9K | 0.15% | 131 |
|
|
2023
Q4 | $363K | Buy |
3,120
+2
| +0.1% | +$233 | 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% | +$106 | 0.15% | 135 |
|
|
2022
Q4 | $328K | Buy |
+3,117
| New | +$328K | 0.17% | 129 |
|