iShares S&P 500 Index shares owned by TPG Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by TPG Financial Advisors
from 13F filings
Historical chart of TPG Financial Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by TPG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $849k | 1.3k | 669.30 |
| 2025-06-30 | $1.1M | 1.7k | 620.90 |
| 2025-03-31 | $1.0M | 1.9k | 561.90 |
| 2024-12-31 | $878k | 1.5k | 588.68 |
| 2024-09-30 | $906k | 1.6k | 576.82 |
| 2024-06-30 | $858k | 1.6k | 547.23 |
| 2023-12-31 | $747k | 1.6k | 476.59 |
| 2023-09-30 | $673k | 1.6k | 429.43 |
| 2023-06-30 | $878k | 2.0k | 445.71 |
| 2023-03-31 | $809k | 2.0k | 411.08 |
| 2022-12-31 | $757k | 2.0k | 384.21 |
| 2022-09-30 | $555k | 1.5k | 358.53 |
| 2022-06-30 | $748k | 2.0k | 378.93 |
| 2022-03-31 | $702k | 1.5k | 453.49 |
| 2021-12-31 | $738k | 1.5k | 476.74 |
| 2021-09-30 | $667k | 1.5k | 430.88 |
| 2021-06-30 | $666k | 1.5k | 430.23 |
| 2021-03-31 | $616k | 1.5k | 397.93 |
| 2020-12-31 | $581k | 1.5k | 375.32 |
| 2020-09-30 | $520k | 1.5k | 335.92 |
| 2020-06-30 | $479k | 1.5k | 309.43 |
| 2020-03-31 | $426k | 1.6k | 258.50 |
| 2019-12-31 | $667k | 2.1k | 323.32 |
| 2019-09-30 | $462k | 1.5k | 298.45 |
| 2019-06-30 | $465k | 1.5k | 300.39 |