iShares S&P 500 Value Index shares owned by Quadrant Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Quadrant Private Wealth Management
from 13F filings
Historical chart of Quadrant Private Wealth Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Quadrant Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 51k | 206.51 |
| 2025-06-30 | $9.4M | 48k | 195.42 |
| 2025-03-31 | $8.6M | 45k | 190.58 |
| 2024-12-31 | $6.7M | 35k | 190.88 |
| 2024-09-30 | $6.7M | 34k | 197.17 |
| 2024-06-30 | $5.9M | 32k | 182.01 |
| 2024-03-31 | $5.5M | 29k | 186.81 |
| 2023-12-31 | $3.5M | 20k | 173.89 |
| 2023-06-30 | $3.2M | 20k | 161.19 |
| 2023-03-31 | $3.4M | 23k | 151.76 |
| 2022-12-31 | $3.3M | 23k | 145.07 |
More positions owned by Quadrant Private Wealth Management
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