iShares S&P 500 Index shares owned by Tanager Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Tanager Wealth Management
from 13F filings
Historical chart of Tanager 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 Tanager Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Tanager Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $553k | 939 | 588.68 |
2024-09-30 | $934k | 1.6k | 576.82 |
2024-06-30 | $514k | 939 | 547.23 |
2024-03-31 | $494k | 939 | 525.73 |
2023-12-31 | $449k | 939 | 477.63 |
2023-09-30 | $450k | 1.0k | 431.42 |
2023-06-30 | $419k | 939 | 445.71 |
2023-03-31 | $386k | 939 | 411.08 |