iShares S&P 1500 Index Fund shares owned by Trinity Financial Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Trinity Financial Advisors
from 13F filings
Historical chart of Trinity Financial Advisors investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund 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 1500 Index Fund by Trinity Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $533k | 3.7k | 145.65 |
| 2025-06-30 | $506k | 3.7k | 135.03 |
| 2025-03-31 | $438k | 3.7k | 117.11 |
| 2024-12-31 | $478k | 3.7k | 128.37 |
| 2024-09-30 | $509k | 3.7k | 137.27 |
| 2024-06-30 | $829k | 7.0k | 118.77 |
| 2024-03-31 | $731k | 6.3k | 115.30 |
| 2023-12-31 | $613k | 5.8k | 105.22 |
| 2022-03-31 | $764k | 7.6k | 100.90 |
| 2021-12-31 | $544k | 5.1k | 106.98 |
More positions owned by Trinity Financial Advisors
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