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Ishares shares owned by Turning Point Benefit Group

Quarter-by-quarter ownership of Ishares (SLVP) shares owned by Turning Point Benefit Group from 13F filings

Historical chart of Turning Point Benefit Group investment in Ishares

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All positions including Ishares held by Turning Point Benefit Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares by Turning Point Benefit Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 83k 27.57
2025-06-30 $1.1M 62k 17.81
2025-03-31 $730k 57k 12.92
2024-12-31 $531k 45k 11.88