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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by PFG Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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