iShares S&P 500 Index shares owned by Quadrant Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Quadrant Private Wealth Management
from 13F filings
Historical chart of Quadrant Private Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Quadrant Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Quadrant Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $6.0M | 8.7k | 684.93 |
| 2025-09-30 | $5.7M | 8.6k | 669.27 |
| 2025-06-30 | $5.1M | 8.2k | 620.90 |
| 2025-03-31 | $5.3M | 9.3k | 561.90 |
| 2024-12-31 | $6.2M | 11k | 588.69 |
| 2024-09-30 | $5.1M | 8.8k | 576.79 |
| 2024-06-30 | $3.7M | 6.8k | 547.21 |
| 2024-03-31 | $4.0M | 7.5k | 525.73 |
| 2023-12-31 | $3.6M | 7.5k | 477.60 |
| 2023-09-30 | $3.3M | 7.5k | 431.38 |
| 2023-06-30 | $3.5M | 7.9k | 445.69 |
| 2023-03-31 | $3.4M | 8.4k | 411.10 |
| 2022-12-31 | $3.9M | 10k | 384.21 |
| 2022-06-30 | $3.7M | 9.8k | 379.19 |
| 2022-03-31 | $4.4M | 9.7k | 453.68 |
| 2021-12-31 | $2.8M | 5.9k | 476.96 |
| 2021-09-30 | $2.1M | 4.8k | 430.82 |
| 2021-06-30 | $1.7M | 3.9k | 429.80 |
| 2021-03-31 | $1.6M | 4.0k | 397.79 |
| 2020-12-31 | $1.4M | 3.6k | 375.24 |
| 2020-09-30 | $1.0M | 3.1k | 336.16 |
| 2020-06-30 | $788k | 2.5k | 309.75 |
| 2020-03-31 | $459k | 1.8k | 258.16 |
| 2019-12-31 | $227k | 702 | 323.36 |
| 2019-09-30 | $210k | 702 | 299.15 |
| 2017-12-31 | $774k | 2.9k | 268.84 |
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