ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

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

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

Q4 2025
Shares 6,482 Value ($000) $1,375 Avg Close — Range —
Q3 2025
Shares 6,409 Value ($000) $1,327 Avg Close — Range —
Q2 2025
Shares 6,456 Value ($000) $1,262 Avg Close — Range —
Q1 2025
Shares 6,441 Value ($000) $1,227 Avg Close — Range —
Q4 2024
Shares 6,427 Value ($000) $1,227 Avg Close — Range —
Q3 2024
Shares 6,407 Value ($000) $1,263 Avg Close — Range —
Q2 2024
Shares 6,386 Value ($000) $1,156 Avg Close — Range —
Q1 2024
Shares 6,369 Value ($000) $1,190 Avg Close — Range —
Q4 2023
Shares 5,941 Value ($000) $1,033 Avg Close — Range —
Q3 2023
Shares 3,845 Value ($000) $592 Avg Close — Range —
Q2 2023
Shares 3,845 Value ($000) $620 Avg Close — Range —
Q1 2023
Shares 3,823 Value ($000) $580 Avg Close — Range —
Q4 2022
Shares 3,807 Value ($000) $552 Avg Close — Range —