Quartz Partners »

iShares S&P 500 Value Index shares owned by Quartz Partners

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Quartz Partners from 13F filings

Historical chart of Quartz Partners 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 Quartz Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Quartz Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $353k 1.7k 206.51
2025-06-30 $278k 1.4k 195.42
2025-03-31 $273k 1.4k 190.58
2024-12-31 $272k 1.4k 190.88
2024-09-30 $306k 1.6k 197.17

More positions owned by Quartz Partners

NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Spdr Series Trust Portfli High Yld (SPHY)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Meta Platforms Cl A (META)
InterDigital (IDCC)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Leidos Holdings (LDOS)
Nortonlifelock (GEN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Quartz Partners

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Cetera Investment Advisers
Pnc Financial Services
BlackRock
CWM
Lido Advisors
Park Avenue Securities
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index