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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
2024-03-31 $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)
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 1500 Index Fund

Wells Fargo & Company
Betterment
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
SigFig Wealth Management
Ronald Blue Trust
Ballentine Partners
Cisco Systems
Parallel Advisors
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund