iShares S&P 500 Value Index shares owned by PFG Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by PFG Financial Advisors
from 13F filings
Historical chart of PFG Financial Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by PFG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.7M | 34k | 197.17 |
| 2024-06-30 | $6.4M | 35k | 182.01 |
| 2024-03-31 | $6.7M | 36k | 186.81 |
| 2023-12-31 | $6.3M | 36k | 173.89 |
| 2023-09-30 | $6.4M | 42k | 153.84 |
| 2023-06-30 | $7.3M | 45k | 161.19 |
| 2023-03-31 | $7.1M | 47k | 151.76 |
| 2022-12-31 | $7.0M | 48k | 145.07 |
| 2022-09-30 | $6.5M | 51k | 128.51 |
| 2022-06-30 | $7.4M | 54k | 137.46 |
| 2022-03-31 | $9.1M | 59k | 155.71 |
| 2021-12-31 | $12M | 74k | 156.13 |
| 2021-09-30 | $13M | 91k | 145.42 |
| 2021-06-30 | $14M | 96k | 147.65 |
| 2021-03-31 | $23M | 163k | 141.24 |
| 2020-12-31 | $21M | 167k | 128.02 |
| 2020-09-30 | $18M | 161k | 112.45 |
| 2020-06-30 | $18M | 162k | 108.21 |
| 2020-03-31 | $15M | 155k | 96.25 |
| 2019-12-31 | $20M | 152k | 130.09 |
| 2019-09-30 | $18M | 147k | 119.14 |
| 2019-06-30 | $17M | 146k | 116.57 |
| 2019-03-31 | $16M | 139k | 114.52 |
| 2018-12-31 | $14M | 134k | 101.14 |
| 2018-09-30 | $15M | 126k | 115.84 |
| 2018-06-30 | $15M | 139k | 110.13 |
| 2018-03-31 | $15M | 140k | 109.34 |
| 2017-12-31 | $15M | 135k | 114.24 |
| 2017-09-30 | $12M | 115k | 107.91 |
| 2017-06-30 | $11M | 106k | 104.96 |
| 2017-03-31 | $9.6M | 12k | 816.09 |
| 2016-12-31 | $9.0M | 89k | 101.38 |
| 2016-09-30 | $7.3M | 77k | 94.96 |
| 2016-06-30 | $5.8M | 62k | 92.89 |
| 2016-03-31 | $3.3M | 36k | 89.93 |
| 2014-09-30 | $869k | 9.6k | 90.10 |