iShares S&P 1500 Index Fund shares owned by LYNCH & Associates
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by LYNCH & Associates
from 13F filings
Historical chart of LYNCH & Associates investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by LYNCH & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.2M | 57k | 145.65 |
| 2025-06-30 | $7.7M | 57k | 135.04 |
| 2025-03-31 | $6.9M | 57k | 122.01 |
| 2024-12-31 | $7.1M | 55k | 128.62 |
| 2024-09-30 | $7.1M | 57k | 125.62 |
| 2024-06-30 | $6.8M | 58k | 118.78 |
| 2024-03-31 | $6.6M | 57k | 115.30 |
| 2023-12-31 | $6.0M | 57k | 105.23 |
| 2023-09-30 | $5.3M | 56k | 94.19 |
| 2023-06-30 | $5.4M | 55k | 97.84 |
| 2023-03-31 | $5.1M | 56k | 90.56 |
| 2022-12-31 | $4.8M | 57k | 84.81 |
| 2022-09-30 | $4.5M | 57k | 79.53 |
| 2022-06-30 | $4.6M | 55k | 83.78 |
| 2022-03-31 | $5.4M | 54k | 100.94 |
| 2021-12-31 | $5.7M | 53k | 106.97 |
| 2021-09-30 | $5.2M | 53k | 98.39 |
| 2021-06-30 | $5.1M | 52k | 98.77 |
| 2021-03-31 | $4.6M | 50k | 91.59 |
| 2020-12-31 | $4.2M | 49k | 86.23 |
| 2020-09-30 | $3.7M | 49k | 75.49 |
| 2020-06-30 | $3.1M | 45k | 69.45 |
| 2020-03-31 | $2.5M | 44k | 57.21 |
| 2019-12-31 | $2.9M | 40k | 72.68 |
| 2019-09-30 | $2.6M | 38k | 67.08 |
| 2019-06-30 | $2.5M | 37k | 66.62 |
| 2019-03-31 | $2.3M | 36k | 64.41 |
| 2018-12-31 | $1.9M | 33k | 56.77 |
| 2018-09-30 | $2.1M | 31k | 66.64 |
| 2018-06-30 | $1.7M | 27k | 62.51 |
| 2018-03-31 | $1.0M | 17k | 60.49 |