iShares S&P 500 Index shares owned by Triad Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Triad Financial Advisors
from 13F filings
Historical chart of Triad Financial Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Triad Financial Advisors 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 Triad Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $632k | 1.5k | 429.43 |
| 2023-06-30 | $701k | 1.6k | 445.71 |
| 2023-03-31 | $646k | 1.6k | 411.08 |
| 2022-12-31 | $674k | 1.8k | 384.21 |
| 2022-09-30 | $439k | 1.2k | 358.66 |
| 2022-06-30 | $464k | 1.2k | 379.09 |
| 2022-03-31 | $555k | 1.2k | 453.43 |
| 2021-12-31 | $584k | 1.2k | 477.12 |