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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

Tip: Access up to 7 years of quarterly data

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
2023-12-31 $233M 487k 477.63

More positions owned by Quotient Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Mbs Etf (MBB)
Blackrock Etf Trust Ii Flexible Income (BINC)
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC)
Ishares Tr Hdg Msci Eafe (HEFA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Exxon Mobil Corporation (XOM)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr Bloomberg High Y (JNK)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Quotient Wealth Partners

Top funds holding iShares S&P 500 Index

BlackRock
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Creative Planning
Jpmorgan Chase & Co
Goldman Sachs Group
Morgan Stanley
Marshall Wace
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
FMR
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index