iShares S&P 500 Index shares owned by Tilson Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Tilson Financial Group
from 13F filings
Historical chart of Tilson Financial Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 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 Index by Tilson Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 1.5k | 669.35 |
| 2025-06-30 | $915k | 1.5k | 620.76 |
| 2025-03-31 | $596k | 1.1k | 561.73 |
| 2024-12-31 | $679k | 1.2k | 588.90 |
| 2024-09-30 | $609k | 1.1k | 547.17 |
| 2024-03-31 | $626k | 1.2k | 526.05 |
| 2023-12-31 | $591k | 1.2k | 477.77 |
| 2023-09-30 | $531k | 1.2k | 429.26 |
| 2023-03-31 | $509k | 1.2k | 411.48 |
| 2022-12-31 | $503k | 1.3k | 384.56 |