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iShares S&P 500 Index shares owned by Northwest Quadrant Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Northwest Quadrant Wealth Management from 13F filings

Historical chart of Northwest Quadrant Wealth Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Northwest Quadrant 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 Index by Northwest Quadrant Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $530k 901 588.68
2016-12-31 $62k 268 229.99

More positions owned by Northwest Quadrant Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Short Treas Bd (SHV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Real Estate Etf (VNQ)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Costco Wholesale Corporation (COST)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Northwest Quadrant Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Morgan Stanley
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Royal Bank of Canada
Bank of New York Mellon
Jones Financial Companies, L.L
Prudential Financial
LPL Financial

View all funds holding iShares S&P 500 Index