iShares S&P 500 Index shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.4M | 2.4k | 588.62 |
| 2024-09-30 | $1.4M | 2.4k | 576.90 |
| 2024-06-30 | $1.2M | 2.2k | 547.18 |
| 2024-03-31 | $957k | 1.8k | 525.86 |
| 2023-12-31 | $871k | 1.8k | 477.55 |
| 2023-09-30 | $674k | 1.6k | 429.44 |
| 2023-06-30 | $563k | 1.3k | 445.72 |
| 2023-03-31 | $516k | 1.3k | 411.09 |
| 2022-12-31 | $480k | 1.3k | 384.21 |
| 2022-09-30 | $412k | 1.2k | 358.26 |
| 2022-06-30 | $540k | 1.4k | 379.48 |
| 2022-03-31 | $368k | 812 | 453.20 |
| 2021-12-31 | $342k | 717 | 476.99 |
| 2021-09-30 | $307k | 712 | 431.18 |
| 2021-06-30 | $387k | 900 | 430.00 |
| 2021-03-31 | $358k | 901 | 397.34 |
| 2020-12-31 | $347k | 901 | 385.13 |
| 2020-09-30 | $327k | 972 | 336.42 |
| 2020-06-30 | $301k | 972 | 309.67 |
| 2020-03-31 | $273k | 1.1k | 258.52 |
| 2019-12-31 | $394k | 1.2k | 323.48 |
| 2019-09-30 | $350k | 1.1k | 309.46 |