iShares S&P 500 Value Index shares owned by Triad Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Triad Wealth Partners
from 13F filings
Historical chart of Triad Wealth Partners investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Value Index by Triad Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $4.0M | 20k | 197.17 |
2024-06-30 | $728 | 4 | 182.00 |