Westmount Partners, LLC IVV holdings history
ISHARES CORE S&P 500 ETF · CUSIP 464287200 · CIK 2051491
As of 2026-06-30, Westmount Partners, LLC reported 12.11K IVV (shares), valued at $9.07M, or 2.00% of its reported non-derivative portfolio. Filed 2026-07-07.
Verify history & sources →Shares increased 3.83%; reported value increased 19.05%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.00% | 12,109 | SEC filing ↗Filed Jul 7, 2026 |
| Q1 2026 | 1.88% | 11,662 | SEC filing ↗Filed Apr 16, 2026 |
| Q4 2025 | 1.98% | 11,577 | SEC filing ↗Filed Jan 15, 2026 |
| Q3 2025 | 2.02% | 11,632 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 1.99% | 11,679 | SEC filing ↗Filed Jul 9, 2025 |
| Q1 2025 | 2.01% | 11,732 | SEC filing ↗Filed May 1, 2025 |
| Q4 2024 | 2.06% | 11,503 | SEC filing ↗Filed Jan 13, 2025 |
| Q3 2024 | 1.99% | 11,492 | SEC filing ↗Filed Jan 13, 2025 |
| Q2 2024 | 2.07% | 11,437 | SEC filing ↗Filed Jan 28, 2025 |
| Q1 2024 | 2.16% | 11,408 | SEC filing ↗Filed Jan 28, 2025 |
| Q4 2023 | 2.03% | 10,425 | SEC filing ↗Filed Jan 28, 2025 |
| Q3 2023 | 2.06% | 10,903 | SEC filing ↗Filed Jan 28, 2025 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.06% | 10,903 | $4.68M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 28, 2025 |
| Q4 2023 | 2.03% | 10,425 | $4.98M | Shares decreased 4.38%; reported value increased 6.35%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2024 | 2.16% | 11,408 | $6.00M | Shares increased 9.43%; reported value increased 20.45%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q2 2024 | 2.07% | 11,437 | $6.27M | Shares increased 0.25%; reported value increased 4.57%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q3 2024 | 1.99% | 11,492 | $6.63M | Shares increased 0.48%; reported value increased 5.69%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2025 |
| Q4 2024 | 2.06% | 11,503 | $6.77M | Shares increased 0.10%; reported value increased 2.15%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2025 |
| Q1 2025 | 2.01% | 11,732 | $6.59M | Shares increased 1.99%; reported value decreased 2.64%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2025 |
| Q2 2025 | 1.99% | 11,679 | $7.25M | Shares decreased 0.45%; reported value increased 10.00%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2025 |
| Q3 2025 | 2.02% | 11,632 | $7.81M | Shares decreased 0.40%; reported value increased 7.76%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 1.98% | 11,577 | $7.93M | Shares decreased 0.47%; reported value increased 1.47%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2026 |
| Q1 2026 | 1.88% | 11,662 | $7.62M | Shares increased 0.73%; reported value decreased 3.93%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2026 |
| Q2 2026 | 2.00% | 12,109 | $9.07M | Shares increased 3.83%; reported value increased 19.05%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 7, 2026 |
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