iShares S&P 500 Value Index shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $550k | 2.7k | 206.51 |
| 2025-06-30 | $537k | 2.7k | 195.42 |
| 2025-03-31 | $513k | 2.7k | 190.58 |
| 2024-12-31 | $723k | 3.8k | 190.88 |
| 2024-09-30 | $328k | 1.7k | 197.17 |
| 2024-06-30 | $303k | 1.7k | 182.01 |
| 2024-03-31 | $311k | 1.7k | 186.81 |
| 2023-12-31 | $290k | 1.7k | 173.89 |
| 2023-09-30 | $256k | 1.7k | 153.84 |
| 2023-06-30 | $276k | 1.7k | 161.19 |
| 2023-03-31 | $260k | 1.7k | 151.76 |
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