Westmount Partners »

iShares S&P MidCap 400 Growth shares owned by Westmount Partners

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Westmount Partners from 13F filings

Historical chart of Westmount Partners investment in iShares S&P MidCap 400 Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Growth held by Westmount Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Growth by Westmount Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $267k 2.8k 96.08
2025-06-30 $253k 2.8k 90.98
2025-03-31 $231k 2.8k 83.28
2024-12-31 $252k 2.8k 90.93
2024-09-30 $255k 2.8k 91.93
2024-06-30 $242k 2.8k 87.16
2024-03-31 $253k 2.8k 91.25
2023-12-31 $220k 2.8k 79.22
2023-09-30 $201k 2.8k 72.24
2023-06-30 $208k 2.8k 75.00

More positions owned by Westmount Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Caci Intl Cl A (CACI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Wal-Mart Stores (WMT)
International Business Machines (IBM)

View all positions for Westmount Partners

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Goldman Sachs Group
UBS Group
Pnc Financial Services
Raymond James Financial
Envestnet Asset Management
LPL Financial
Financial Engines Advisors L.L.C
D.A. Davidson & Co.
Northwestern Mutual Wealth Management Company
Northern Trust
Ameriprise Financial
Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Growth