iShares S&P 500 Index shares owned by Triune Financial Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Triune Financial Partners
from 13F filings
Historical chart of Triune Financial Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Triune Financial 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 Triune Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 6.7k | 669.26 |
| 2025-06-30 | $4.2M | 6.7k | 620.94 |
| 2025-03-31 | $3.7M | 6.5k | 561.87 |
| 2024-12-31 | $3.9M | 6.5k | 588.71 |
| 2024-09-30 | $3.8M | 6.6k | 576.80 |
| 2024-06-30 | $3.6M | 6.6k | 547.26 |
| 2023-06-30 | $3.2M | 7.2k | 445.74 |
| 2023-03-31 | $3.0M | 7.2k | 411.10 |
| 2022-12-31 | $2.8M | 7.2k | 384.19 |
| 2022-09-30 | $2.6M | 7.3k | 358.65 |
| 2022-06-30 | $2.8M | 7.3k | 379.17 |
| 2022-03-31 | $3.3M | 7.3k | 453.72 |
| 2021-12-31 | $3.6M | 7.6k | 476.99 |
| 2021-06-30 | $3.3M | 7.6k | 429.93 |