SEC 13F Intelligence

Tillar-Wenstrup Advisors, LLC / IXUS

Tillar-Wenstrup Advisors, LLC’s Ishares Tr Position

Does Tillar-Wenstrup Advisors, LLC own Ishares Tr (IXUS)? Not currently — the last reported position was 37.4K shares worth $2M in Q2 2019; the fund’s latest 13F (Q4 2023) no longer reports it.

Position Value
$2M
Q2 2019
Shares
37.4K
% of Portfolio
+1.24%
Quarters Held
3
position exited

Position History IXUS

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ2 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q2 201937.4K$2M+1.24%
Q1 201938.2K$2M+1.28%
Q4 201856.0K$3M+1.94%

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 IXUS.