iShares S&P 500 Index shares owned by Pacific Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Pacific Financial Group
from 13F filings
Historical chart of Pacific Financial Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Pacific Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $22M | 39k | 547.24 |
| 2024-03-31 | $22M | 42k | 525.73 |
| 2023-12-31 | $13M | 27k | 477.62 |
| 2023-09-30 | $12M | 27k | 429.43 |
| 2023-06-30 | $12M | 27k | 445.71 |
| 2023-03-31 | $11M | 26k | 411.08 |
| 2022-12-31 | $9.9M | 26k | 384.21 |
| 2022-09-30 | $8.8M | 25k | 358.67 |
| 2022-06-30 | $10M | 27k | 379.14 |
| 2022-03-31 | $13M | 28k | 453.70 |
| 2021-12-31 | $12M | 26k | 471.82 |
| 2021-09-30 | $11M | 25k | 430.81 |
| 2021-06-30 | $10M | 24k | 429.91 |
| 2021-03-31 | $8.7M | 22k | 397.83 |
| 2020-12-31 | $8.0M | 21k | 375.41 |
| 2020-09-30 | $6.1M | 18k | 336.05 |
| 2020-06-30 | $4.1M | 16k | 258.40 |
| 2020-03-31 | $4.1M | 16k | 258.40 |
| 2019-12-31 | $24M | 74k | 323.24 |
| 2019-09-30 | $6.0M | 20k | 294.75 |
| 2019-06-30 | $5.6M | 20k | 284.55 |
| 2019-03-31 | $5.6M | 20k | 284.55 |
| 2018-12-31 | $4.7M | 19k | 251.60 |
| 2016-06-30 | $4.5M | 22k | 210.48 |
| 2015-12-31 | $2.9M | 14k | 204.89 |
| 2015-09-30 | $2.7M | 14k | 192.74 |
| 2015-06-30 | $2.5M | 12k | 207.26 |
| 2015-03-31 | $2.5M | 12k | 207.82 |
| 2014-12-31 | $2.5M | 12k | 206.91 |
| 2014-09-30 | $2.3M | 12k | 198.23 |
| 2014-06-30 | $2.2M | 11k | 197.02 |
| 2014-03-31 | $2.1M | 11k | 188.15 |
| 2013-12-31 | $2.1k | 8 | 262.75 |
| 2013-09-30 | $1.8M | 11k | 168.89 |
| 2013-06-30 | $4.5M | 28k | 160.88 |
| 2012-12-31 | $7.9M | 55k | 143.15 |
| 2012-09-30 | $6.4M | 45k | 144.39 |
| 2012-06-30 | $4.5M | 33k | 136.75 |
| 2012-03-31 | $6.3M | 45k | 141.21 |
| 2011-12-31 | $4.2M | 34k | 125.97 |
| 2011-09-30 | $680k | 6.0k | 113.64 |
| 2011-06-30 | $807k | 6.1k | 132.38 |
| 2011-03-31 | $797k | 6.0k | 133.01 |