iShares S&P 500 Index shares owned by Trifecta Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Trifecta Capital Advisors
from 13F filings
Historical chart of Trifecta Capital Advisors 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 Trifecta Capital 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 Trifecta Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 27k | 576.82 |
| 2024-06-30 | $14M | 26k | 547.22 |
| 2024-03-31 | $14M | 26k | 525.73 |
| 2023-12-31 | $12M | 24k | 477.62 |
| 2023-09-30 | $10M | 23k | 429.43 |
| 2023-06-30 | $12M | 26k | 445.71 |
| 2023-03-31 | $10M | 25k | 411.08 |
| 2022-12-31 | $8.9M | 23k | 384.21 |