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iShares S&P 500 Index shares owned by Tandem Financial

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Tandem Financial from 13F filings

Historical chart of Tandem Financial 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 Tandem Financial 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 Tandem Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $53M 80k 669.30
2025-06-30 $262k 422 620.90
2025-03-31 $237k 422 561.90

More positions owned by Tandem Financial

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vaneck Etf Trust Gold Miners Etf (GDX)
Spdr S&p 500 Etf Tr Tr Unit Put Option (Principal) (SPY)
Schwab Strategic Tr Fundamental Emer (FNDE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr MRGSTR MD CP GRW (IMCG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Goldman Sachs Physical Gold Unit (AAAU)
Ishares Tr Morningstar Valu (ILCV)
Vaneck Etf Trust Clo Etf (CLOI)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Tandem Financial

Top funds holding iShares S&P 500 Index

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Goldman Sachs Group
Bank of New York Mellon
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View all funds holding iShares S&P 500 Index