iShares S&P 500 Growth Index shares owned by Pinnacle Financial Group, LLC / IL
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Pinnacle Financial Group, LLC / IL
from 13F filings
Historical chart of Pinnacle Financial Group, LLC / IL investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Pinnacle Financial Group, LLC / IL consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Growth Index by Pinnacle Financial Group, LLC / IL
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 20k | 120.72 |
| 2025-06-30 | $2.2M | 20k | 110.10 |
| 2025-03-31 | $1.9M | 21k | 92.83 |
| 2024-12-31 | $2.2M | 21k | 101.53 |
| 2024-09-30 | $2.0M | 21k | 95.75 |
| 2024-06-30 | $1.9M | 21k | 92.54 |
| 2024-03-31 | $1.8M | 21k | 84.44 |
| 2023-09-30 | $1.5M | 21k | 68.42 |
| 2023-06-30 | $1.5M | 21k | 70.48 |
| 2023-03-31 | $1.4M | 21k | 63.89 |
| 2022-12-31 | $1.2M | 21k | 58.50 |
| 2022-09-30 | $1.2M | 21k | 57.86 |
| 2022-06-30 | $1.3M | 21k | 60.35 |
| 2022-03-31 | $1.6M | 21k | 76.39 |
| 2021-12-31 | $2.0M | 24k | 83.69 |
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