iShares S&P 500 Index shares owned by PFG Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by PFG Financial Advisors
from 13F filings
Historical chart of PFG Financial Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by PFG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $97M | 145k | 669.30 |
| 2025-06-30 | $210M | 338k | 620.90 |
| 2025-03-31 | $184M | 327k | 561.90 |
| 2024-12-31 | $192M | 326k | 588.68 |
| 2024-09-30 | $185M | 322k | 576.82 |
| 2024-06-30 | $179M | 328k | 547.23 |
| 2024-03-31 | $174M | 331k | 525.73 |
| 2023-12-31 | $155M | 325k | 477.63 |
| 2023-09-30 | $147M | 342k | 429.43 |
| 2023-06-30 | $152M | 341k | 445.71 |
| 2023-03-31 | $133M | 324k | 411.08 |
| 2022-12-31 | $120M | 312k | 384.21 |
| 2022-09-30 | $109M | 304k | 358.65 |
| 2022-06-30 | $112M | 296k | 379.15 |
| 2022-03-31 | $143M | 316k | 453.69 |
| 2021-12-31 | $141M | 306k | 459.26 |
| 2021-09-30 | $130M | 301k | 430.82 |
| 2021-06-30 | $116M | 269k | 429.92 |
| 2021-03-31 | $102M | 257k | 397.82 |
| 2020-12-31 | $95M | 254k | 375.39 |
| 2020-09-30 | $84M | 250k | 336.06 |
| 2020-06-30 | $73M | 237k | 309.69 |
| 2020-03-31 | $64M | 247k | 258.40 |
| 2019-12-31 | $85M | 262k | 323.24 |
| 2019-09-30 | $71M | 236k | 298.52 |
| 2019-06-30 | $69M | 235k | 294.75 |
| 2019-03-31 | $67M | 237k | 284.56 |
| 2018-12-31 | $55M | 217k | 251.61 |
| 2018-09-30 | $61M | 210k | 292.73 |
| 2018-06-30 | $62M | 228k | 273.05 |
| 2018-03-31 | $60M | 227k | 265.37 |
| 2017-12-31 | $59M | 221k | 268.85 |
| 2017-09-30 | $51M | 203k | 252.93 |
| 2017-06-30 | $50M | 204k | 243.41 |
| 2017-03-31 | $48M | 200k | 237.27 |
| 2016-12-31 | $40M | 179k | 224.99 |
| 2016-09-30 | $27M | 125k | 217.56 |
| 2016-06-30 | $24M | 113k | 210.50 |
| 2016-03-31 | $22M | 104k | 206.65 |
| 2015-12-31 | $16M | 77k | 204.87 |
| 2015-09-30 | $12M | 60k | 192.71 |
| 2015-06-30 | $9.9M | 48k | 207.21 |
| 2015-03-31 | $9.5M | 46k | 207.82 |
| 2014-12-31 | $18M | 88k | 206.87 |
| 2014-09-30 | $32M | 161k | 198.26 |
| 2014-06-30 | $27M | 135k | 197.00 |
| 2014-03-31 | $19M | 99k | 188.14 |
| 2013-12-31 | $20M | 107k | 185.65 |
| 2013-09-30 | $15M | 86k | 168.90 |
| 2013-06-30 | $16M | 98k | 160.88 |