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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Westmount Partners's IVE Position: Q2 2026 in Review

Westmount Partners increased its iShares S&P 500 Value ETF (IVE) stake by 0.13% in Q2 2026, buying an estimated $3.35K and bringing the position to 11,704 shares worth $2.66M. The position accounts for 0.58% of the portfolio, ranked #36.

Westmount Partners first reported a position in IVE in Q4 2022 and has held it in 15 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Westmount Partners held 11,704 shares of iShares S&P 500 Value ETF worth $2.66M as of Q2 2026.
Westmount Partners bought 15 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $3.35K.
iShares S&P 500 Value ETF made up 0.58% of Westmount Partners's portfolio in Q2 2026, its #36 holding.
Westmount Partners first reported a position in iShares S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.