iShares S&P 500 Growth Index shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $261k | 3.5k | 75.10 |
| 2023-09-30 | $355k | 5.2k | 68.42 |
| 2023-06-30 | $363k | 5.2k | 70.48 |
| 2023-03-31 | $214k | 3.4k | 63.89 |
| 2022-12-31 | $591k | 10k | 58.50 |
| 2022-09-30 | $500k | 8.7k | 57.81 |
| 2022-06-30 | $953k | 16k | 60.37 |
| 2022-03-31 | $1.8M | 24k | 76.37 |
| 2021-12-31 | $851k | 10k | 83.59 |
| 2021-09-30 | $617k | 8.4k | 73.88 |
| 2021-06-30 | $251k | 3.5k | 72.56 |
| 2021-03-31 | $0 | 3.4k | 0.00 |
| 2020-12-31 | $358k | 5.6k | 63.77 |
| 2020-09-30 | $198k | 893 | 222.22 |
| 2020-06-30 | $321k | 1.5k | 207.25 |
| 2019-12-31 | $203k | 1.0k | 193.52 |
| 2019-09-30 | $848k | 4.7k | 179.89 |
| 2019-06-30 | $274k | 1.5k | 179.40 |
| 2019-03-31 | $440k | 2.6k | 172.41 |
| 2018-12-31 | $3.6M | 24k | 150.68 |
| 2018-09-30 | $443k | 2.5k | 177.34 |
| 2018-06-30 | $911k | 5.6k | 162.52 |
| 2018-03-31 | $773k | 5.0k | 155.07 |
| 2017-12-31 | $170k | 1.1k | 152.47 |
More positions owned by Pinnacle Wealth Planning Services
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