iShares S&P 500 Index shares owned by Westmount Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Westmount Partners
from 13F filings
Historical chart of Westmount Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Westmount Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.8M | 12k | 671.82 |
| 2025-06-30 | $7.3M | 12k | 620.92 |
| 2025-03-31 | $6.6M | 12k | 561.91 |
| 2024-12-31 | $6.8M | 12k | 588.66 |
| 2024-09-30 | $6.6M | 12k | 576.81 |
| 2024-06-30 | $6.3M | 11k | 548.39 |
| 2024-03-31 | $6.0M | 11k | 525.74 |
| 2023-12-31 | $5.0M | 10k | 477.63 |
| 2023-09-30 | $4.7M | 11k | 429.43 |
| 2023-06-30 | $4.6M | 10k | 445.71 |
| 2023-03-31 | $4.2M | 10k | 411.10 |
| 2022-12-31 | $3.9M | 10k | 384.23 |