iShares S&P 500 Index shares owned by TriaGen Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by TriaGen Wealth Management
from 13F filings
Historical chart of TriaGen Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by TriaGen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $345k | 515 | 669.47 |
| 2025-06-30 | $320k | 515 | 621.06 |
| 2025-03-31 | $356k | 633 | 562.02 |
| 2024-12-31 | $373k | 633 | 588.70 |
| 2024-09-30 | $365k | 633 | 576.73 |
| 2024-06-30 | $346k | 633 | 547.02 |
| 2024-03-31 | $333k | 632 | 526.06 |
| 2023-12-31 | $300k | 629 | 477.63 |
| 2023-09-30 | $261k | 607 | 429.43 |
| 2023-06-30 | $320k | 718 | 445.71 |
| 2023-03-31 | $295k | 718 | 411.08 |
| 2022-12-31 | $262k | 681 | 384.21 |