iShares S&P 500 Index shares owned by TFC Financial Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by TFC Financial Management
from 13F filings
Historical chart of TFC Financial Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by TFC Financial 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 TFC Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $224M | 335k | 669.30 |
| 2025-06-30 | $208M | 335k | 620.90 |
| 2025-03-31 | $165M | 294k | 561.90 |
| 2024-12-31 | $173M | 294k | 588.68 |
| 2024-09-30 | $168M | 291k | 576.82 |
| 2024-06-30 | $160M | 293k | 547.23 |
| 2024-03-31 | $155M | 294k | 525.73 |
| 2023-12-31 | $139M | 291k | 477.63 |
| 2023-09-30 | $122M | 284k | 429.44 |
| 2023-06-30 | $125M | 279k | 445.71 |
| 2023-03-31 | $109M | 265k | 411.08 |
| 2022-12-31 | $94M | 244k | 384.21 |
| 2022-09-30 | $86M | 239k | 358.65 |
| 2022-06-30 | $89M | 235k | 379.15 |
| 2022-03-31 | $104M | 229k | 453.69 |
| 2021-12-31 | $106M | 223k | 476.99 |
| 2021-09-30 | $93M | 216k | 430.82 |
| 2021-06-30 | $92M | 213k | 429.92 |
| 2021-03-31 | $84M | 211k | 397.82 |
| 2020-12-31 | $75M | 200k | 375.39 |
| 2020-09-30 | $63M | 186k | 336.06 |