SEC 13F Intelligence

Tillar-Wenstrup Advisors, LLC / ACWV

Tillar-Wenstrup Advisors, LLC’s Ishares Inc Position

Does Tillar-Wenstrup Advisors, LLC own Ishares Inc (ACWV)? Not currently — the last reported position was 36.7K shares worth $4M in Q4 2020; the fund’s latest 13F (Q4 2023) no longer reports it.

Position Value
$4M
Q4 2020
Shares
36.7K
% of Portfolio
+1.84%
Quarters Held
9
position exited

Position History ACWV

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ2 ’19Q3 ’19: $4MQ4 ’19: $4MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ2 ’20Q3 ’20: $3MQ4 ’20: $4MQ4 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202036.7K$4M+1.84%
Q3 202036.3K$3M+1.94%
Q2 202035.8K$3M+1.90%
Q1 202026.1K$2M+1.95%
Q4 201939.3K$4M+2.10%
Q3 201941.7K$4M+2.29%
Q2 201943.4K$4M+2.25%
Q1 201943.7K$4M+2.25%
Q4 201844.6K$4M+2.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tillar-Wenstrup Advisors, LLC’s full portfolio or all institutional holders of ACWV.