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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

Tip: Access up to 7 years of quarterly data

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
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

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Owl Rock Capital Corporation (OBDC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)

View all positions for Trinity Financial Advisors

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
Betterment
Alliancebernstein
Wealthfront Advisers
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
Ballentine Partners
SigFig Wealth Management
Buckingham Strategic Partners
Auto-Owners Insurance
Parallel Advisors
AlTi Global

View all funds holding iShares S&P 1500 Index Fund