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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Quantum Financial Advisors 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 Quantum Financial Advisors

Quarter filed Position value Share count Share price at filing
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

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Dimensional Etf Trust International (DFSI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emerging Markets (DFSE)
American Centy Etf Tr Real Estate Etf (AVRE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Quantum Financial Advisors

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index