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iShares S&P 500 Index shares owned by Trinity Financial Advisors

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

Historical chart of Trinity 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 Trinity 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 Trinity Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $368k 699 526.05
2023-12-31 $324k 677 477.83
2023-09-30 $290k 674 429.55
2023-06-30 $613k 1.4k 445.77
2023-03-31 $730k 1.8k 411.11
2022-12-31 $1.0M 2.6k 384.26
2022-09-30 $1.4M 3.9k 358.67
2022-03-31 $1.4M 3.1k 453.62

More positions owned by Trinity Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Owl Rock Capital Corporation (OBDC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Oaktree Specialty Lending Corp (OCSL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)

View all positions for Trinity Financial Advisors

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index