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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
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

More positions owned by TrinityPoint Wealth

Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Amazon (AMZN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Abbvie (ABBV)
CVS Caremark Corporation (CVS)
Honeywell International (HON)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Technology (XLK)
Merck & Co (MRK)
UnitedHealth (UNH)

View all positions for TrinityPoint Wealth

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index