iShares S&P 500 Value Index shares owned by LYNCH & Associates
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by LYNCH & Associates
from 13F filings
Historical chart of LYNCH & Associates investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by LYNCH & Associates consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by LYNCH & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $627k | 3.4k | 186.81 |
| 2023-12-31 | $601k | 3.5k | 173.89 |
| 2023-09-30 | $532k | 3.5k | 153.84 |
| 2023-06-30 | $557k | 3.5k | 161.17 |
| 2023-03-31 | $542k | 3.6k | 151.76 |
| 2022-12-31 | $590k | 4.1k | 145.07 |
| 2022-09-30 | $624k | 4.9k | 128.45 |
| 2022-06-30 | $5.2M | 38k | 137.46 |
| 2022-03-31 | $5.5M | 35k | 155.71 |
| 2021-12-31 | $5.2M | 33k | 156.63 |
| 2021-09-30 | $4.4M | 30k | 145.42 |
| 2021-06-30 | $4.1M | 28k | 147.64 |
| 2021-03-31 | $3.4M | 24k | 141.22 |
| 2020-12-31 | $1.1M | 8.7k | 128.05 |