ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

Pinnacle Family Advisors, LLC's Holding History (CIK: 0001679064)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 17,966 Value ($000) $3,810 Avg Close Range
Q3 2025
Shares 17,928 Value ($000) $3,702 Avg Close Range
Q2 2025
Shares 17,924 Value ($000) $3,497 Avg Close Range
Q1 2025
Shares 17,131 Value ($000) $3,265 Avg Close Range
Q4 2024
Shares 16,700 Value ($000) $3,188 Avg Close Range
Q3 2024
Shares 17,193 Value ($000) $3,390 Avg Close Range
Q2 2024
Shares 17,205 Value ($000) $3,131 Avg Close Range
Q1 2024
Shares 17,421 Value ($000) $3,254 Avg Close Range
Q4 2023
Shares 16,286 Value ($000) $2,832 Avg Close Range
Q3 2023
Shares 16,262 Value ($000) $2,502 Avg Close Range
Q2 2023
Shares 34,294 Value ($000) $5,528 Avg Close Range
Q1 2023
Shares 33,924 Value ($000) $5,148 Avg Close Range
Q4 2022
Shares 60,091 Value ($000) $8,717 Avg Close Range
Q3 2022
Shares 32,528 Value ($000) $4,180 Avg Close Range
Q2 2022
Shares 60,702 Value ($000) $8,344 Avg Close Range
Q1 2022
Shares 83,592 Value ($000) $13,017 Avg Close Range
Q1 2020
Shares 27,082 Value ($000) $2,607 Avg Close Range
Q4 2019
Shares 39,616 Value ($000) $5,154 Avg Close Range
Q3 2019
Shares 12,088 Value ($000) $1,440 Avg Close Range
Q2 2019
Shares 36,500 Value ($000) $4,255 Avg Close Range
Q1 2019
Shares 29,372 Value ($000) $3,311 Avg Close Range
Q4 2018
Shares 32,918 Value ($000) $3,329 Avg Close Range
Q3 2018
Shares 9,307 Value ($000) $1,078 Avg Close Range
Q2 2018
Shares 8,688 Value ($000) $963 Avg Close Range
Q1 2018
Shares 8,753 Value ($000) $957 Avg Close Range
Q4 2017
Shares 9,018 Value ($000) $1,030 Avg Close Range
Q3 2017
Shares 8,997 Value ($000) $971 Avg Close Range
Q2 2017
Shares 10,001 Value ($000) $1,050 Avg Close Range
Q1 2017
Shares 10,565 Value ($000) $1,099 Avg Close Range
Q4 2016
Shares 22,542 Value ($000) $2,285 Avg Close Range