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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
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

Apple (AAPL)
Ready Cap Corp Com reit (RC)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Snowflake Cl A (SNOW)
Microsoft Corporation (MSFT)
Blackstone Secd Lending Common Stock (BXSL)
Oracle Corporation (ORCL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
PNC Financial Services (PNC)
Alphabet Cap Stk Cl C (GOOG)
Abbvie (ABBV)

View all positions for Quadrant Private Wealth Management

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index