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iShares S&P 500 Index shares owned by Quaker Wealth Management

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

Historical chart of Quaker 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 Quaker 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 Quaker Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $119k 177 669.31
2025-06-30 $110k 177 620.90
2025-03-31 $109k 194 561.90

More positions owned by Quaker Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Janus Detroit Str Tr Henderson Securi (JSI)
Vanguard World Inf Tech Etf (VGT)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Apple (AAPL)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Quaker Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index