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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return