iShares S&P 500 Value Index shares owned by Trifecta Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Trifecta Capital Advisors
from 13F filings
Historical chart of Trifecta Capital Advisors 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 Trifecta Capital Advisors 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 Trifecta Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9k | 9 | 206.56 |
| 2025-06-30 | $1.8k | 9 | 195.44 |
| 2025-03-31 | $1.7k | 9 | 190.67 |
| 2024-12-31 | $227k | 1.2k | 190.88 |
| 2024-09-30 | $514k | 2.6k | 197.17 |
| 2024-06-30 | $474k | 2.6k | 182.01 |
| 2024-03-31 | $579k | 3.1k | 186.81 |
| 2023-12-31 | $591k | 3.4k | 173.89 |
| 2023-09-30 | $513k | 3.3k | 153.84 |
| 2023-06-30 | $602k | 3.7k | 161.19 |
| 2023-03-31 | $596k | 3.9k | 151.76 |
| 2022-12-31 | $502k | 3.5k | 145.07 |