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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Pinnacle Wealth Management Advisory 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 Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
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

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
iShares MSCI USA Quality Etf (QUAL)
Microsoft Corporation (MSFT)
Vanguard High Div Yield ETF Etf (VYM)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
Vanguard US Total Stock Market Etf (VTI)
iShares Core S&P 500 Index Fun Etf (IVV)
Vanguard FTSE Developed Market Etf (VEA)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
JPMorgan Equity Premium ETF Etf (JEPI)
iShares Core S&P S/C ETF Etf (IJR)
Berkshire Hathaway (BRK.B)

View all positions for Pinnacle Wealth Management Advisory

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