Westmount Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
14,712
+3
| +0% | +$330 | 0.44% | 50 |
|
|
2025
Q1 | $1.37M | Sell |
14,709
-30
| -0.2% | -$2.79K | 0.42% | 50 |
|
|
2024
Q4 | $1.5M | Sell |
14,739
-92
| -0.6% | -$9.34K | 0.45% | 46 |
|
|
2024
Q3 | $1.42M | Buy |
14,831
+5
| +0% | +$479 | 0.43% | 46 |
|
|
2024
Q2 | $1.38M | Sell |
14,826
-41
| -0.3% | -$3.82K | 0.46% | 44 |
|
|
2024
Q1 | $1.26M | Buy |
14,867
+81
| +0.5% | +$6.84K | 0.45% | 45 |
|
|
2023
Q4 | $1.11M | Buy |
14,786
+4,392
| +42% | +$330K | 0.45% | 46 |
|
|
2023
Q3 | $711K | Buy |
10,394
+400
| +4% | +$27.4K | 0.31% | 75 |
|
|
2023
Q2 | $704K | Buy |
9,994
+7
| +0.1% | +$493 | 0.31% | 72 |
|
|
2023
Q1 | $638K | Buy |
9,987
+10
| +0.1% | +$639 | 0.29% | 76 |
|
|
2022
Q4 | $584K | Buy |
+9,977
| New | +$584K | 0.3% | 79 |
|