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iShares S&P 500 Index shares owned by Matrix Trust

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

Historical chart of Matrix Trust 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 Matrix Trust 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 Matrix Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $382k 727 525.45
2023-12-31 $358k 750 477.33
2023-09-30 $203k 472 430.08
2023-06-30 $137k 308 444.81
2023-03-31 $107k 260 411.54

More positions owned by Matrix Trust

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr MRNGSTR LG-CP VL (ILCV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Mrgstr Md Cp Val (IMCV)
Hartford Fds Exchange Traded Hartford Quality (QUVU)
Ishares Tr Mrning Sm Cp Etf (ISCV)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr MRGSTR SM CP GR (ISCG)

View all positions for Matrix Trust

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