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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

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Quarterly reported holdings in iShares S&P 500 Index by Tanager Wealth Management

Quarter filed Position value Share count Share price at filing
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

More positions owned by Tanager Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Vaneck Etf Trust Preferred Securt (PFXF)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Tanager Wealth Management

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index