TCFG Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
TCFG Wealth Management's IVV Position: Q1 2026 in Review
TCFG Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 49% in Q1 2026, buying an estimated $181K and bringing the position to 809 shares worth $530K. The position accounts for 0.2% of the portfolio, ranked #123.
TCFG Wealth Management first reported a position in IVV in Q2 2025 and has held it in 4 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- TCFG Wealth Management held 809 shares of iShares Core S&P 500 ETF worth $530K as of Q1 2026.
- TCFG Wealth Management bought 265 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $181K.
- iShares Core S&P 500 ETF made up 0.2% of TCFG Wealth Management's portfolio in Q1 2026, its #123 holding.
- TCFG Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.