iShares S&P 500 Index shares owned by Quotient Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Quotient Wealth Partners
from 13F filings
Historical chart of Quotient Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Quotient Wealth Partners 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 Quotient Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $389M | 581k | 669.30 |
| 2025-06-30 | $360M | 580k | 620.90 |
| 2025-03-31 | $321M | 570k | 561.90 |
| 2024-12-31 | $355M | 604k | 588.68 |
| 2024-09-30 | $344M | 597k | 576.82 |
| 2024-06-30 | $319M | 582k | 547.23 |
| 2024-03-31 | $270M | 513k | 525.73 |
| 2023-12-31 | $233M | 487k | 477.63 |