Tilson Financial Group »

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

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth 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 Growth Index by Tilson Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.6M 83k 92.54
2024-03-31 $7.1M 84k 84.44
2023-12-31 $6.5M 86k 75.10
2023-09-30 $6.1M 89k 68.42
2023-03-31 $6.0M 93k 63.89
2022-12-31 $5.4M 93k 58.50

More positions owned by Tilson Financial Group

Vanguard Index Fds Growth Etf (VUG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr S&p 500 Grwt Etf (IVW)
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)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Tilson Financial Group

Top funds holding iShares S&P 500 Growth Index

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CWM
BlackRock
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BlackRock
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index