iShares S&P 500 Value Index shares owned by Westmount Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Westmount Partners
from 13F filings
Historical chart of Westmount Partners investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Westmount Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Westmount Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 6.4k | 207.04 |
| 2025-06-30 | $1.3M | 6.5k | 195.42 |
| 2025-03-31 | $1.2M | 6.4k | 190.57 |
| 2024-12-31 | $1.2M | 6.4k | 190.87 |
| 2024-09-30 | $1.3M | 6.4k | 197.16 |
| 2024-06-30 | $1.2M | 6.4k | 181.06 |
| 2024-03-31 | $1.2M | 6.4k | 186.82 |
| 2023-12-31 | $1.0M | 5.9k | 173.90 |
| 2023-09-30 | $592k | 3.8k | 153.85 |
| 2023-06-30 | $620k | 3.8k | 161.20 |
| 2023-03-31 | $580k | 3.8k | 151.77 |
| 2022-12-31 | $552k | 3.8k | 145.08 |