ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

TFC Financial Management, Inc.'s Holding History (CIK: 0001827844)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 331,468 Value ($000) $227,036 Avg Close — Range —
Q3 2025
Shares 334,694 Value ($000) $224,010 Avg Close — Range —
Q2 2025
Shares 334,735 Value ($000) $207,837 Avg Close — Range —
Q1 2025
Shares 293,757 Value ($000) $165,062 Avg Close — Range —
Q4 2024
Shares 293,515 Value ($000) $172,787 Avg Close — Range —
Q3 2024
Shares 291,286 Value ($000) $168,019 Avg Close — Range —
Q2 2024
Shares 292,510 Value ($000) $160,070 Avg Close — Range —
Q1 2024
Shares 294,151 Value ($000) $154,644 Avg Close — Range —
Q4 2023
Shares 290,658 Value ($000) $138,827 Avg Close — Range —
Q3 2023
Shares 283,502 Value ($000) $121,746 Avg Close — Range —
Q2 2023
Shares 279,435 Value ($000) $124,547 Avg Close — Range —
Q1 2023
Shares 264,470 Value ($000) $108,718 Avg Close — Range —
Q4 2022
Shares 243,849 Value ($000) $93,689 Avg Close — Range —
Q3 2022
Shares 239,173 Value ($000) $85,779 Avg Close — Range —
Q2 2022
Shares 234,720 Value ($000) $88,994 Avg Close — Range —
Q1 2022
Shares 229,016 Value ($000) $103,902 Avg Close — Range —
Q4 2021
Shares 222,771 Value ($000) $106,260 Avg Close — Range —
Q3 2021
Shares 216,186 Value ($000) $93,137 Avg Close — Range —
Q2 2021
Shares 212,875 Value ($000) $91,519 Avg Close — Range —
Q1 2021
Shares 210,810 Value ($000) $83,865 Avg Close — Range —
Q4 2020
Shares 199,892 Value ($000) $75,037 Avg Close — Range —
Q3 2020
Shares 186,263 Value ($000) $62,596 Avg Close — Range —