iShares S&P 500 Index shares owned by Tanglewood Legacy Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Tanglewood Legacy Advisors
from 13F filings
Historical chart of Tanglewood Legacy Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Tanglewood Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 2.4k | 669.40 |
| 2025-06-30 | $1.5M | 2.4k | 620.95 |
| 2025-03-31 | $1.4M | 2.5k | 561.90 |
| 2024-12-31 | $1.5M | 2.6k | 588.64 |
| 2024-09-30 | $1.5M | 2.5k | 576.73 |
| 2024-06-30 | $1.4M | 2.6k | 547.31 |
| 2024-03-31 | $1.6M | 3.0k | 525.77 |
| 2023-12-31 | $1.1M | 2.3k | 477.64 |
| 2023-09-30 | $983k | 2.3k | 429.34 |
| 2023-06-30 | $1.0M | 2.3k | 445.62 |
| 2023-03-31 | $988k | 2.4k | 411.14 |
| 2022-12-31 | $916k | 2.4k | 384.23 |
More positions owned by Tanglewood Legacy Advisors
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