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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

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Quarterly 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