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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Quadrant Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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