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iShares S&P 500 Value Index shares owned by PFG Investments

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by PFG Investments from 13F filings

Historical chart of PFG Investments investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by PFG Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by PFG Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $592k 3.2k 186.82
2023-12-31 $513k 2.9k 173.86
2023-09-30 $458k 3.0k 153.86
2023-06-30 $508k 3.1k 161.21
2023-03-31 $488k 3.2k 151.75

More positions owned by PFG Investments

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Vanguard Bd Index Fds Intermed Term (BIV)
Pimco Dynamic Income SHS (PDI)
Johnson & Johnson (JNJ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for PFG Investments

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index