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iShares S&P 500 Index shares owned by Quest Investment Management

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

Historical chart of Quest Investment 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 Quest Investment 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 Quest Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $560k 836 669.30
2025-06-30 $454k 731 620.90
2025-03-31 $425k 756 561.90
2024-12-31 $445k 756 588.68
2024-09-30 $429k 743 576.82
2024-06-30 $407k 743 547.23
2024-03-31 $370k 703 525.73
2023-09-30 $246k 573 429.43
2023-06-30 $211k 473 445.71