iShares S&P 500 Growth Index shares owned by Pinnacle Family Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Pinnacle Family Advisors
from 13F filings
Historical chart of Pinnacle Family Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Pinnacle Family Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.2M | 56k | 75.10 |
| 2023-09-30 | $3.2M | 47k | 68.42 |
| 2023-06-30 | $4.2M | 59k | 70.48 |
| 2023-03-31 | $4.1M | 65k | 63.89 |
| 2022-03-31 | $396k | 5.2k | 76.36 |
| 2021-12-31 | $12M | 147k | 83.67 |
| 2021-09-30 | $13M | 177k | 73.91 |
| 2021-06-30 | $580k | 8.0k | 72.78 |
| 2021-03-31 | $528k | 8.1k | 65.11 |
| 2020-12-31 | $2.6M | 41k | 63.82 |
| 2020-09-30 | $7.4M | 32k | 231.09 |
| 2020-06-30 | $4.8M | 23k | 207.49 |
| 2020-03-31 | $4.7M | 28k | 165.41 |
| 2019-12-31 | $5.9M | 31k | 193.62 |
| 2019-09-30 | $7.5M | 42k | 180.04 |
| 2019-06-30 | $8.1M | 45k | 179.23 |
| 2019-03-31 | $4.6M | 27k | 172.35 |
| 2018-12-31 | $14M | 92k | 150.67 |
| 2018-09-30 | $19M | 106k | 177.17 |
| 2018-06-30 | $10M | 63k | 162.67 |
| 2018-03-31 | $1.0M | 6.6k | 155.10 |
| 2017-12-31 | $6.4M | 42k | 152.77 |
| 2017-09-30 | $15M | 101k | 143.42 |
| 2017-06-30 | $6.1M | 45k | 136.85 |