iShares S&P 500 Index shares owned by Pinnacle Family Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Pinnacle Family Advisors
from 13F filings
Historical chart of Pinnacle Family Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Pinnacle Family Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $18M | 33k | 547.23 |
| 2024-03-31 | $20M | 39k | 525.73 |
| 2023-12-31 | $20M | 42k | 477.63 |
| 2023-09-30 | $27M | 64k | 429.43 |
| 2023-06-30 | $32M | 72k | 445.71 |
| 2023-03-31 | $19M | 46k | 411.08 |
| 2022-12-31 | $16M | 42k | 384.21 |
| 2022-09-30 | $5.7M | 16k | 358.63 |
| 2022-06-30 | $6.0M | 16k | 379.15 |
| 2022-03-31 | $17M | 37k | 453.70 |
| 2021-12-31 | $23M | 49k | 477.00 |
| 2021-09-30 | $22M | 51k | 430.81 |
| 2021-06-30 | $12M | 27k | 429.91 |
| 2021-03-31 | $10M | 26k | 397.84 |
| 2020-12-31 | $11M | 28k | 375.39 |
| 2020-09-30 | $10M | 31k | 336.05 |
| 2020-06-30 | $8.6M | 28k | 309.71 |
| 2020-03-31 | $7.4M | 28k | 260.57 |
| 2019-12-31 | $14M | 42k | 323.24 |
| 2019-09-30 | $14M | 48k | 298.52 |
| 2019-06-30 | $8.0M | 27k | 294.75 |
| 2019-03-31 | $8.3M | 29k | 284.54 |
| 2018-12-31 | $6.4M | 25k | 251.62 |
| 2018-09-30 | $11M | 36k | 292.74 |
| 2018-06-30 | $10M | 36k | 274.30 |
| 2018-03-31 | $18M | 66k | 265.37 |
| 2017-12-31 | $9.4M | 35k | 268.84 |
| 2017-09-30 | $8.3M | 33k | 252.95 |
| 2017-06-30 | $7.4M | 30k | 243.41 |
| 2017-03-31 | $7.1M | 30k | 237.28 |
| 2016-12-31 | $6.5M | 29k | 224.99 |