TCFG Investment Advisors »

iShares S&P 500 Index shares owned by TCFG Investment Advisors

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

Historical chart of TCFG Investment Advisors 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 TCFG Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by TCFG Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $530k 809 655.39

More positions owned by TCFG Investment Advisors

Apple (AAPL)
RBB F/m Us Treasury (TBIL)
NVIDIA Corporation (NVDA)
Franco-Nevada Corporation (FNV)
Vaneck Etf Trust Junior Gold Mine (GDXJ)
Amazon (AMZN)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Agnico (AEM)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ea Series Trust Strive Enhanced (BUXX)
First Tr Exchange-traded Nasdq Cln Edge (GRID)
Microsoft Corporation (MSFT)
Wheaton Precious Metals Corp (WPM)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for TCFG Investment Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Millennium Management

View all funds holding iShares S&P 500 Index