iShares S&P 500 Index shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34M | 51k | 669.30 |
| 2025-06-30 | $30M | 49k | 620.90 |
| 2025-03-31 | $27M | 48k | 561.89 |
| 2024-12-31 | $27M | 46k | 588.68 |
| 2024-09-30 | $19M | 33k | 576.83 |
| 2024-06-30 | $18M | 32k | 547.23 |
| 2024-03-31 | $1.4M | 2.7k | 533.47 |
| 2023-12-31 | $12M | 24k | 477.63 |
| 2023-09-30 | $13M | 31k | 431.42 |
| 2023-06-30 | $12M | 27k | 445.72 |
| 2023-03-31 | $11M | 27k | 411.08 |
| 2022-12-31 | $9.0M | 24k | 384.21 |
| 2022-09-30 | $8.4M | 23k | 358.66 |
| 2022-06-30 | $10M | 25k | 416.74 |
| 2022-03-31 | $9.6M | 21k | 453.70 |
| 2021-12-31 | $8.0M | 18k | 451.41 |
| 2021-09-30 | $5.9M | 14k | 430.83 |
| 2021-06-30 | $6.0M | 14k | 429.94 |
| 2021-03-31 | $5.5M | 14k | 411.84 |
| 2020-12-31 | $5.8M | 15k | 394.18 |
| 2020-09-30 | $3.2M | 9.5k | 336.03 |
| 2020-06-30 | $3.0M | 8.8k | 338.82 |
| 2020-03-31 | $2.6M | 10k | 258.39 |
| 2019-12-31 | $1.0M | 3.2k | 323.24 |
| 2019-09-30 | $916k | 3.1k | 298.57 |
| 2019-06-30 | $744k | 2.5k | 294.42 |
| 2019-03-31 | $703k | 2.5k | 284.62 |
| 2018-12-31 | $860k | 3.1k | 275.72 |
More positions owned by Pensionmark Financial Group
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