iShares S&P 500 Value Index shares owned by Pinnacle Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Pinnacle Advisory Group
from 13F filings
Historical chart of Pinnacle Advisory Group investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Pinnacle Advisory Group 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 Pinnacle Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-03-31 | $1.8M | 13k | 141.26 |
| 2019-12-31 | $257k | 2.0k | 129.93 |
| 2019-09-30 | $217k | 1.8k | 119.17 |
| 2019-06-30 | $211k | 1.8k | 116.51 |
| 2019-03-31 | $228k | 2.0k | 112.98 |
| 2018-03-31 | $890k | 8.1k | 109.35 |
| 2017-12-31 | $1.5M | 13k | 114.22 |