WP
IYR icon

Westmount Partners’s iShares US Real Estate ETF IYR Stock Holding History

Westmount Partners’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$507K Sell
4,961
-41
-0.8% -$4.16K 0.11% 151
2026
Q1 		$473K Sell
5,002
-36
-0.7% -$3.5K 0.12% 153
2025
Q4 		$473K Sell
5,038
-2,770
-35% -$264K 0.12% 141
2025
Q3 		$758K Sell
7,808
-165
-2% -$15.9K 0.2% 97
2025
Q2 		$756K Sell
7,973
-202
-2% -$18.8K 0.21% 92
2025
Q1 		$783K Buy
8,175
+364
+5% +$34.6K 0.24% 86
2024
Q4 		$727K Buy
7,811
+283
+4% +$27.9K 0.22% 89
2024
Q3 		$767K Sell
7,528
-74
-1% -$7.13K 0.23% 88
2024
Q2 		$661K Buy
7,602
+24
+0.3% +$2.06K 0.22% 95
2024
Q1 		$681K Sell
7,578
-611
-7% -$54K 0.25% 88
2023
Q4 		$749K Buy
8,189
+604
+8% +$49.5K 0.31% 73
2023
Q3 		$593K Sell
7,585
-598
-7% -$51K 0.26% 88
2023
Q2 		$708K Sell
8,183
-75
-0.9% -$6.3K 0.31% 70
2023
Q1 		$701K Sell
8,258
-101
-1% -$8.84K 0.32% 69
2022
Q4 		$704K Buy
+8,359
New +$702K 0.37% 65

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FAC
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MGIA
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CC
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R
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SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
DWM
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FFC
First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return