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iShares S&P 500 Value Index shares owned by Tilson Financial Group

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Tilson Financial Group from 13F filings

Historical chart of Tilson Financial Group investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Tilson Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Tilson Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.6M 19k 186.78
2023-12-31 $3.4M 20k 173.90
2023-09-30 $3.2M 21k 153.82
2023-03-31 $3.5M 23k 151.77
2022-12-31 $3.4M 24k 145.09

More positions owned by Tilson Financial Group

Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Global Real Est (DFGR)
Exxon Mobil Corporation (XOM)

View all positions for Tilson Financial Group

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