iShares S&P 500 Index shares owned by Triad Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Triad Wealth Partners
from 13F filings
Historical chart of Triad Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Triad Wealth Partners 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 Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.1M | 7.5k | 684.93 |
| 2025-09-30 | $3.4M | 5.0k | 669.25 |
| 2025-06-30 | $1.9M | 3.1k | 620.82 |
| 2025-03-31 | $1.7M | 3.0k | 561.81 |
| 2024-12-31 | $1.7M | 3.0k | 588.78 |
| 2024-06-30 | $1.7M | 3.0k | 547.31 |