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iShares S&P 500 Value Index shares owned by Tritonpoint Wealth

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

Historical chart of Tritonpoint 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 Tritonpoint 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 Tritonpoint Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $214k 1.0k 206.58
2025-06-30 $202k 1.0k 195.48

More positions owned by Tritonpoint Wealth

Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Visa Com Cl A (V)
Ishares Tr U.s. Tech Etf (IYW)
NVIDIA Corporation (NVDA)
Mastercard Incorporated Cl A (MA)
Broadstone Net Lease (BNL)
Johnson & Johnson (JNJ)
Danaher Corporation (DHR)

View all positions for Tritonpoint Wealth

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Cetera Investment Advisers
Pnc Financial Services
BlackRock
CWM
Lido Advisors
Park Avenue Securities
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index