Trinity Wealth Management »

iShares S&P 500 Value Index shares owned by Trinity Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Trinity Wealth Management from 13F filings

Historical chart of Trinity Wealth Management 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 Trinity Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Trinity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $230k 1.1k 212.07

More positions owned by Trinity Wealth Management

Spdr Series Trust State Street Spd (SPAB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Sze Ft (SIZE)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Msci Usa Min Vol (USMV)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core Msci Total (IXUS)
Select Sector Spdr Tr State Street Tec (XLK)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Spdr Series Trust State Street Spd (SPTM)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Trinity Wealth Management

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
LPL Financial
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Envestnet Portfolio Solutions
Pnc Financial Services
Park Avenue Securities
Mml Investors Services
Lido Advisors
Raymond James Financial

View all funds holding iShares S&P 500 Value Index