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iShares S&P 500 Index shares owned by Tortuga Wealth Management

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

Historical chart of Tortuga Wealth Management 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 Tortuga Wealth 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 Tortuga Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $249k 332 751.32
2026-03-31 $218k 332 655.28
2025-12-31 $262k 382 686.77

More positions owned by Tortuga Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
McKesson Corporation (MCK)
Amazon (AMZN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
International Business Machines (IBM)
Amgen (AMGN)
JPMorgan Chase & Co. (JPM)
Johnson & Johnson (JNJ)
Broadcom (AVGO)
Bank of America Corporation (BAC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Cisco Systems (CSCO)

View all positions for Tortuga Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Marshall Wace
Northwestern Mutual Wealth Management Company
Creative Planning
Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Capula Management
Jones Financial Companies, L.L
NISA Investment Advisors
Citadel Advisors
Royal Bank of Canada
Pnc Financial Services

View all funds holding iShares S&P 500 Index