WP
Westmount Partners’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
6,456
+15
| +0.2% | +$2.93K | 0.35% | 63 |
|
|
2025
Q1 | $1.23M | Buy |
6,441
+14
| +0.2% | +$2.67K | 0.37% | 56 |
|
|
2024
Q4 | $1.23M | Buy |
6,427
+20
| +0.3% | +$3.82K | 0.37% | 52 |
|
|
2024
Q3 | $1.26M | Buy |
6,407
+21
| +0.3% | +$4.14K | 0.38% | 55 |
|
|
2024
Q2 | $1.16M | Buy |
6,386
+17
| +0.3% | +$3.08K | 0.38% | 53 |
|
|
2024
Q1 | $1.19M | Buy |
6,369
+428
| +7% | +$80K | 0.43% | 47 |
|
|
2023
Q4 | $1.03M | Buy |
5,941
+2,096
| +55% | +$365K | 0.42% | 55 |
|
|
2023
Q3 | $592K | Hold |
3,845
| – | – | 0.26% | 89 |
|
|
2023
Q2 | $620K | Buy |
3,845
+22
| +0.6% | +$3.55K | 0.27% | 82 |
|
|
2023
Q1 | $580K | Buy |
3,823
+16
| +0.4% | +$2.43K | 0.27% | 84 |
|
|
2022
Q4 | $552K | Buy |
+3,807
| New | +$552K | 0.29% | 82 |
|