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IVV icon

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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return