iShares S&P 500 Index shares owned by TFG Advisers
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by TFG Advisers
from 13F filings
Historical chart of TFG Advisers investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by TFG Advisers 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 TFG Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $282k | 455 | 620.56 |
| 2025-03-31 | $265k | 471 | 562.48 |
| 2024-12-31 | $280k | 476 | 588.95 |
| 2024-09-30 | $295k | 512 | 576.71 |
| 2024-06-30 | $283k | 517 | 547.37 |
| 2024-03-31 | $297k | 564 | 525.81 |
| 2023-09-30 | $240k | 559 | 429.59 |
| 2023-06-30 | $249k | 559 | 445.88 |
| 2023-03-31 | $247k | 602 | 410.85 |
| 2022-12-31 | $231k | 601 | 384.17 |
| 2022-09-30 | $217k | 605 | 358.68 |
| 2022-06-30 | $229k | 604 | 379.14 |
| 2022-03-31 | $280k | 617 | 453.81 |
| 2021-12-31 | $294k | 616 | 477.27 |
| 2021-09-30 | $269k | 625 | 430.40 |
| 2021-06-30 | $277k | 645 | 429.46 |
| 2021-03-31 | $262k | 660 | 396.97 |
| 2020-12-31 | $251k | 671 | 374.07 |
| 2020-09-30 | $224k | 668 | 335.33 |
| 2020-06-30 | $209k | 676 | 309.17 |
| 2019-12-31 | $223k | 691 | 322.72 |
| 2019-09-30 | $211k | 707 | 298.44 |
| 2019-06-30 | $207k | 704 | 294.03 |
| 2019-03-31 | $229k | 804 | 284.83 |
| 2018-12-31 | $235k | 936 | 251.07 |