iShares S&P 500 Value Index shares owned by Pinnacle Family Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Pinnacle Family Advisors
from 13F filings
Historical chart of Pinnacle Family Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Pinnacle Family Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.8M | 16k | 173.89 |
| 2023-09-30 | $2.5M | 16k | 153.84 |
| 2023-06-30 | $5.5M | 34k | 161.19 |
| 2023-03-31 | $5.1M | 34k | 151.76 |
| 2022-12-31 | $8.7M | 60k | 145.07 |
| 2022-09-30 | $4.2M | 33k | 128.50 |
| 2022-06-30 | $8.3M | 61k | 137.46 |
| 2022-03-31 | $13M | 84k | 155.72 |
| 2020-03-31 | $2.6M | 27k | 96.26 |
| 2019-12-31 | $5.2M | 40k | 130.10 |
| 2019-09-30 | $1.4M | 12k | 119.13 |
| 2019-06-30 | $4.3M | 37k | 116.58 |
| 2019-03-31 | $3.3M | 29k | 112.73 |
| 2018-12-31 | $3.3M | 33k | 101.13 |
| 2018-09-30 | $1.1M | 9.3k | 115.83 |
| 2018-06-30 | $963k | 8.7k | 110.84 |
| 2018-03-31 | $957k | 8.8k | 109.33 |
| 2017-12-31 | $1.0M | 9.0k | 114.22 |
| 2017-09-30 | $971k | 9.0k | 107.92 |
| 2017-06-30 | $1.1M | 10k | 104.99 |
| 2017-03-31 | $1.1M | 11k | 104.02 |
| 2016-12-31 | $2.3M | 23k | 101.37 |