WP
Westmount Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.25M | Sell |
11,679
-53
| -0.5% | -$32.9K | 1.99% | 11 |
|
|
2025
Q1 | $6.59M | Buy |
11,732
+229
| +2% | +$129K | 2.01% | 10 |
|
|
2024
Q4 | $6.77M | Buy |
11,503
+11
| +0.1% | +$6.48K | 2.06% | 10 |
|
|
2024
Q3 | $6.63M | Buy |
11,492
+55
| +0.5% | +$31.7K | 1.99% | 11 |
|
|
2024
Q2 | $6.27M | Buy |
11,437
+29
| +0.3% | +$15.9K | 2.07% | 10 |
|
|
2024
Q1 | $6M | Buy |
11,408
+983
| +9% | +$517K | 2.16% | 10 |
|
|
2023
Q4 | $4.98M | Sell |
10,425
-478
| -4% | -$228K | 2.03% | 9 |
|
|
2023
Q3 | $4.68M | Buy |
10,903
+553
| +5% | +$237K | 2.06% | 8 |
|
|
2023
Q2 | $4.61M | Buy |
10,350
+20
| +0.2% | +$8.91K | 2.01% | 8 |
|
|
2023
Q1 | $4.25M | Buy |
10,330
+126
| +1% | +$51.8K | 1.96% | 10 |
|
|
2022
Q4 | $3.92M | Buy |
+10,204
| New | +$3.92M | 2.04% | 10 |
|