iShares S&P 500 Index shares owned by Quantum Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Quantum Financial Advisors
from 13F filings
Historical chart of Quantum Financial Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Quantum Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $544k | 812 | 669.30 |
| 2025-06-30 | $484k | 779 | 620.90 |
| 2025-03-31 | $438k | 779 | 561.90 |
| 2024-12-31 | $459k | 779 | 588.68 |
| 2024-09-30 | $449k | 779 | 576.82 |
| 2024-06-30 | $426k | 779 | 547.23 |
| 2024-03-31 | $410k | 779 | 525.73 |
| 2023-12-31 | $394k | 825 | 477.63 |
| 2023-09-30 | $335k | 779 | 429.43 |
| 2023-06-30 | $509k | 1.1k | 445.71 |
| 2023-03-31 | $271k | 660 | 411.08 |
More positions owned by Quantum Financial Advisors
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