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iShares S&P 500 Index shares owned by Three Cord True Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Three Cord True Wealth Management from 13F filings

Historical chart of Three Cord True Wealth Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Three Cord True Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Three Cord True Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $285k 425 669.30
2025-06-30 $331k 533 620.90
2025-03-31 $239k 425 561.90
2024-12-31 $262k 445 588.68