iShares S&P 500 Value Index shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth 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 TrinityPoint Wealth 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 TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $378k | 2.0k | 190.88 |
| 2024-09-30 | $370k | 1.9k | 197.17 |
| 2024-06-30 | $342k | 1.9k | 182.01 |
| 2024-03-31 | $351k | 1.9k | 186.81 |
| 2023-12-31 | $327k | 1.9k | 173.89 |
| 2023-09-30 | $206k | 1.3k | 153.84 |
| 2023-06-30 | $216k | 1.3k | 161.19 |
| 2023-03-31 | $203k | 1.3k | 151.76 |