Westmount Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.81M | Sell |
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|
2025
Q2 | $7.25M | Sell |
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|
2025
Q1 | $6.59M | Buy |
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|
2024
Q4 | $6.77M | Buy |
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|
2024
Q3 | $6.63M | Buy |
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|
2024
Q2 | $6.27M | Buy |
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|
2024
Q1 | $6M | Buy |
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|
2023
Q4 | $4.98M | Sell |
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|
2023
Q3 | $4.68M | Buy |
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|
2023
Q2 | $4.61M | Buy |
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|
2023
Q1 | $4.25M | Buy |
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|
2022
Q4 | $3.92M | Buy |
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