Westmount Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Westmount Partners’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.29M	Buy	16,637 +3	+0%	+$396	0.5%	44
2026 Q1	$1.88M	Buy	16,634 +1,914	+13%	+$230K	0.46%	50
2025 Q4	$1.81M	Buy	14,720 +4	+0%	+$490	0.45%	49
2025 Q3	$1.78M	Buy	14,716 +4	+0%	+$460	0.46%	46
2025 Q2	$1.62M	Buy	14,712 +3	+0%	+$297	0.44%	50
2025 Q1	$1.37M	Sell	14,709 -30	-0.2%	-$3.02K	0.42%	50
2024 Q4	$1.5M	Sell	14,739 -92	-0.6%	-$9.18K	0.45%	46
2024 Q3	$1.42M	Buy	14,831 +5	+0%	+$462	0.43%	46
2024 Q2	$1.38M	Sell	14,826 -41	-0.3%	-$3.54K	0.46%	44
2024 Q1	$1.26M	Buy	14,867 +81	+0.5%	+$6.51K	0.45%	45
2023 Q4	$1.11M	Buy	14,786 +4,392	+42%	+$313K	0.45%	46
2023 Q3	$711K	Buy	10,394 +400	+4%	+$28.3K	0.31%	75
2023 Q2	$704K	Buy	9,994 +7	+0.1%	+$463	0.31%	72
2023 Q1	$638K	Buy	9,987 +10	+0.1%	+$611	0.29%	76
2022 Q4	$584K	Buy	+9,977	New	+$599K	0.3%	79

Other funds holding IVW

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Westmount Partners's IVW Position: Q2 2026 in Review

Westmount Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 0.02% in Q2 2026, buying an estimated $396 and bringing the position to 16,637 shares worth $2.29M. The position accounts for 0.5% of the portfolio, ranked #44.

Westmount Partners first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Westmount Partners held 16,637 shares of iShares S&P 500 Growth ETF worth $2.29M as of Q2 2026.
Westmount Partners bought 3 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $396.
iShares S&P 500 Growth ETF made up 0.5% of Westmount Partners's portfolio in Q2 2026, its #44 holding.
Westmount Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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