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Westmount Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Westmount Partners’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.07M Buy
12,109
+447
+4% +$326K 1.98% 10
2026
Q1 		$7.62M Buy
11,662
+85
+0.7% +$58K 1.88% 12
2025
Q4 		$7.93M Sell
11,577
-55
-0.5% -$37.3K 1.98% 11
2025
Q3 		$7.81M Sell
11,632
-47
-0.4% -$30.3K 2.02% 10
2025
Q2 		$7.25M Sell
11,679
-53
-0.5% -$30.4K 1.99% 11
2025
Q1 		$6.59M Buy
11,732
+229
+2% +$135K 2.01% 10
2024
Q4 		$6.77M Buy
11,503
+11
+0.1% +$6.51K 2.06% 10
2024
Q3 		$6.63M Buy
11,492
+55
+0.5% +$30.6K 1.99% 11
2024
Q2 		$6.27M Buy
11,437
+29
+0.3% +$15.2K 2.07% 10
2024
Q1 		$6M Buy
11,408
+983
+9% +$492K 2.16% 10
2023
Q4 		$4.98M Sell
10,425
-478
-4% -$214K 2.03% 9
2023
Q3 		$4.68M Buy
10,903
+553
+5% +$247K 2.06% 8
2023
Q2 		$4.61M Buy
10,350
+20
+0.2% +$8.43K 2.01% 8
2023
Q1 		$4.25M Buy
10,330
+126
+1% +$50.5K 1.96% 10
2022
Q4 		$3.92M Buy
+10,204
New +$3.94M 2.04% 10

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Westmount Partners's IVV Position: Q2 2026 in Review

Westmount Partners increased its iShares Core S&P 500 ETF (IVV) stake by 3.8% in Q2 2026, buying an estimated $326K and bringing the position to 12,109 shares worth $9.07M. The position accounts for 1.98% of the portfolio, ranked #10.

Westmount Partners first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Westmount Partners held 12,109 shares of iShares Core S&P 500 ETF worth $9.07M as of Q2 2026.
  • Westmount Partners bought 447 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $326K.
  • iShares Core S&P 500 ETF made up 1.98% of Westmount Partners's portfolio in Q2 2026, its #10 holding.
  • Westmount Partners first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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