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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by TriaGen 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 TriaGen Wealth Management

Quarter filed Position value Share count Share price at filing
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

More positions owned by TriaGen Wealth Management

Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
NVIDIA Corporation (NVDA)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Small Cp Etf (VB)
Ansys (ANSS)
Arista Networks (ANET)
Deckers Outdoor Corporation (DECK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)

View all positions for TriaGen Wealth Management

Top funds holding iShares S&P 500 Index

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Bank of New York Mellon
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First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

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