iShares S&P 500 Value Index shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 16k | 206.52 |
| 2025-06-30 | $3.0M | 15k | 195.42 |
| 2025-03-31 | $40M | 212k | 190.58 |
| 2024-12-31 | $1.6M | 8.4k | 190.89 |
| 2024-09-30 | $22M | 112k | 197.17 |
| 2024-06-30 | $1.3M | 7.0k | 182.02 |
| 2024-03-31 | $308k | 1.6k | 186.84 |
| 2023-12-31 | $365k | 2.1k | 173.92 |
| 2023-09-30 | $18M | 119k | 154.68 |
| 2023-06-30 | $372k | 2.3k | 161.21 |
| 2023-03-31 | $460k | 3.0k | 151.75 |
| 2022-12-31 | $22M | 150k | 145.07 |
| 2022-09-30 | $530k | 4.1k | 128.58 |
| 2022-06-30 | $795k | 5.5k | 145.36 |
| 2022-03-31 | $28M | 182k | 155.72 |
| 2021-12-31 | $28M | 182k | 155.08 |
| 2021-09-30 | $428k | 2.9k | 145.48 |
| 2021-06-30 | $1.1M | 7.5k | 147.67 |
| 2021-03-31 | $1.2M | 8.2k | 147.93 |
| 2020-12-31 | $16M | 117k | 133.77 |
| 2020-09-30 | $234k | 2.1k | 112.45 |
| 2020-06-30 | $243k | 2.1k | 116.83 |
| 2020-03-31 | $1.4M | 15k | 96.29 |
| 2019-12-31 | $2.6M | 20k | 130.08 |
| 2019-09-30 | $21M | 178k | 119.14 |
| 2019-06-30 | $257k | 2.2k | 115.92 |
| 2019-03-31 | $227k | 2.0k | 112.54 |
| 2018-12-31 | $26M | 236k | 110.89 |
More positions owned by Pensionmark Financial Group
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