SEC 13F Intelligence

Tillar-Wenstrup Advisors, LLC / HDV

Tillar-Wenstrup Advisors, LLC’s Ishares Tr Position

Does Tillar-Wenstrup Advisors, LLC own Ishares Tr (HDV)? Not currently — the last reported position was 47.3K shares worth $5M in Q2 2021; the fund’s latest 13F (Q4 2023) no longer reports it.

Position Value
$5M
Q2 2021
Shares
47.3K
% of Portfolio
+2.08%
Quarters Held
4
position exited

Position History HDV

Reported value by quarter
Q3 ’19: $5MQ3 ’19Q4 ’19: $6MQ4 ’19Q1 ’21: $4MQ1 ’21Q2 ’21: $5MQ2 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202147.3K$5M+2.08%
Q1 202147.1K$4M+2.18%
Q4 201957.2K$6M+3.13%
Q3 201955.0K$5M+3.00%

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 HDV.