ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Westmount Partners, LLC's Holding History (CIK: 0002051491)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 11,577 Value ($000) $7,930 Avg Close Range
Q3 2025
Shares 11,632 Value ($000) $7,815 Avg Close Range
Q2 2025
Shares 11,679 Value ($000) $7,252 Avg Close Range
Q1 2025
Shares 11,732 Value ($000) $6,592 Avg Close Range
Q4 2024
Shares 11,503 Value ($000) $6,771 Avg Close Range
Q3 2024
Shares 11,492 Value ($000) $6,629 Avg Close Range
Q2 2024
Shares 11,437 Value ($000) $6,272 Avg Close Range
Q1 2024
Shares 11,408 Value ($000) $5,998 Avg Close Range
Q4 2023
Shares 10,425 Value ($000) $4,979 Avg Close Range
Q3 2023
Shares 10,903 Value ($000) $4,682 Avg Close Range
Q2 2023
Shares 10,350 Value ($000) $4,613 Avg Close Range
Q1 2023
Shares 10,330 Value ($000) $4,247 Avg Close Range
Q4 2022
Shares 10,204 Value ($000) $3,921 Avg Close Range