iShares S&P 500 Index shares owned by TSA Wealth Managment
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by TSA Wealth Managment
from 13F filings
Historical chart of TSA Wealth Managment investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by TSA Wealth Managment 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 TSA Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 23k | 669.29 |
| 2025-06-30 | $14M | 23k | 620.91 |
| 2025-03-31 | $13M | 24k | 561.90 |
| 2024-12-31 | $15M | 25k | 588.68 |
| 2024-09-30 | $16M | 27k | 576.82 |
| 2024-06-30 | $16M | 28k | 547.23 |
| 2024-03-31 | $22M | 41k | 525.73 |
| 2023-12-31 | $26M | 55k | 477.63 |