iShares S&P 500 Index shares owned by PFG Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by PFG Private Wealth Management
from 13F filings
Historical chart of PFG Private Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by PFG Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $31M | 45k | 684.93 |
| 2025-06-30 | $27M | 43k | 620.90 |
| 2025-03-31 | $24M | 42k | 561.90 |
| 2024-12-31 | $24M | 41k | 588.68 |
| 2024-09-30 | $22M | 37k | 576.81 |
| 2024-06-30 | $29M | 53k | 547.23 |
| 2024-03-31 | $28M | 53k | 525.73 |
| 2023-12-31 | $26M | 54k | 477.63 |
| 2023-09-30 | $11M | 26k | 429.43 |
| 2023-06-30 | $11M | 25k | 445.72 |
| 2023-03-31 | $9.7M | 24k | 411.08 |
| 2022-12-31 | $16M | 42k | 384.21 |
| 2022-09-30 | $14M | 40k | 358.65 |
| 2022-06-30 | $7.7M | 20k | 379.18 |
| 2022-03-31 | $9.0M | 20k | 453.70 |
| 2021-12-31 | $18M | 38k | 476.99 |
| 2021-09-30 | $18M | 42k | 430.83 |
| 2021-06-30 | $17M | 40k | 429.92 |
| 2021-03-31 | $2.0M | 4.9k | 397.77 |
| 2020-12-31 | $461k | 1.2k | 375.10 |
| 2020-09-30 | $409k | 1.2k | 335.80 |
| 2020-06-30 | $377k | 1.2k | 309.52 |
| 2020-03-31 | $315k | 1.2k | 258.62 |
| 2019-12-31 | $4.1M | 13k | 323.25 |
More positions owned by PFG Private Wealth Management
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