iShares S&P 500 Value Index shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services 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 Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $508k | 2.6k | 197.17 |
| 2024-06-30 | $571k | 3.1k | 182.01 |
| 2024-03-31 | $917k | 4.9k | 186.81 |
| 2023-12-31 | $641k | 3.7k | 173.89 |
| 2023-09-30 | $786k | 5.1k | 153.84 |
| 2023-06-30 | $622k | 3.9k | 161.19 |
| 2023-03-31 | $228k | 1.5k | 151.77 |
| 2022-12-31 | $985k | 6.8k | 145.07 |
| 2022-09-30 | $1.2M | 9.4k | 128.64 |
| 2022-06-30 | $2.0M | 15k | 137.49 |
| 2022-03-31 | $768k | 4.9k | 155.69 |
| 2021-12-31 | $438k | 2.8k | 156.91 |
| 2021-09-30 | $396k | 2.7k | 145.32 |
| 2021-06-30 | $279k | 1.9k | 147.62 |
| 2020-12-31 | $655k | 5.1k | 127.74 |
| 2020-09-30 | $347k | 3.1k | 112.35 |
| 2020-06-30 | $675k | 6.2k | 108.40 |
| 2019-12-31 | $202k | 1.6k | 129.57 |
| 2019-09-30 | $812k | 6.8k | 119.06 |
| 2019-06-30 | $248k | 2.1k | 116.49 |
| 2019-03-31 | $296k | 2.6k | 113.06 |
| 2018-12-31 | $2.9M | 29k | 101.12 |
| 2018-09-30 | $426k | 3.7k | 115.60 |
| 2018-06-30 | $673k | 6.1k | 110.04 |
| 2018-03-31 | $897k | 8.2k | 109.25 |
| 2017-12-31 | $161k | 1.4k | 114.27 |
More positions owned by Pinnacle Wealth Planning Services
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