ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 14,720 Value ($000) $1,814 Avg Close — Range —
Q3 2025
Shares 14,716 Value ($000) $1,784 Avg Close — Range —
Q2 2025
Shares 14,712 Value ($000) $1,620 Avg Close — Range —
Q1 2025
Shares 14,709 Value ($000) $1,365 Avg Close — Range —
Q4 2024
Shares 14,739 Value ($000) $1,496 Avg Close — Range —
Q3 2024
Shares 14,831 Value ($000) $1,420 Avg Close — Range —
Q2 2024
Shares 14,826 Value ($000) $1,382 Avg Close — Range —
Q1 2024
Shares 14,867 Value ($000) $1,255 Avg Close — Range —
Q4 2023
Shares 14,786 Value ($000) $1,110 Avg Close — Range —
Q3 2023
Shares 10,394 Value ($000) $711 Avg Close — Range —
Q2 2023
Shares 9,994 Value ($000) $704 Avg Close — Range —
Q1 2023
Shares 9,987 Value ($000) $638 Avg Close — Range —
Q4 2022
Shares 9,977 Value ($000) $584 Avg Close — Range —