Westmount Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Westmount Partners’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.66M	Buy	11,704 +15	+0.1%	+$3.35K	0.58%	36
2026 Q1	$2.47M	Buy	11,689 +5,207	+80%	+$1.13M	0.61%	37
2025 Q4	$1.37M	Buy	6,482 +73	+1%	+$15.3K	0.34%	61
2025 Q3	$1.33M	Sell	6,409 -47	-0.7%	-$9.44K	0.34%	62
2025 Q2	$1.26M	Buy	6,456 +15	+0.2%	+$2.79K	0.35%	63
2025 Q1	$1.23M	Buy	6,441 +14	+0.2%	+$2.71K	0.37%	56
2024 Q4	$1.23M	Buy	6,427 +20	+0.3%	+$3.97K	0.37%	52
2024 Q3	$1.26M	Buy	6,407 +21	+0.3%	+$3.99K	0.38%	55
2024 Q2	$1.16M	Buy	6,386 +17	+0.3%	+$3.1K	0.38%	53
2024 Q1	$1.19M	Buy	6,369 +428	+7%	+$76.1K	0.43%	47
2023 Q4	$1.03M	Buy	5,941 +2,096	+55%	+$337K	0.42%	55
2023 Q3	$592K	Hold	3,845	–	–	0.26%	89
2023 Q2	$620K	Buy	3,845 +22	+0.6%	+$3.38K	0.27%	82
2023 Q1	$580K	Buy	3,823 +16	+0.4%	+$2.42K	0.27%	84
2022 Q4	$552K	Buy	+3,807	New	+$543K	0.29%	82

Other funds holding IVE

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return