iShares S&P 500 Value Index shares owned by Loring Wolcott Coolidge Fa
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Loring Wolcott Coolidge Fa
from 13F filings
Historical chart of Loring Wolcott Coolidge Fa investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Loring Wolcott Coolidge Fa
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $388k | 1.8k | 216.74 |
| 2025-09-30 | $388k | 1.9k | 208.77 |
| 2025-06-30 | $363k | 1.9k | 195.42 |
| 2025-03-31 | $381k | 2.1k | 179.47 |
| 2024-12-31 | $450k | 2.3k | 198.12 |
| 2024-09-30 | $541k | 2.7k | 197.79 |
| 2024-06-30 | $547k | 2.9k | 189.28 |
| 2024-03-31 | $664k | 3.7k | 179.71 |
| 2023-12-31 | $760k | 4.4k | 174.26 |
| 2023-09-30 | $835k | 5.4k | 155.20 |
| 2023-06-30 | $558k | 3.5k | 161.19 |
| 2023-03-31 | $725k | 4.8k | 151.76 |
| 2022-12-31 | $757k | 5.0k | 152.68 |
| 2022-09-30 | $667k | 5.2k | 128.52 |
| 2022-06-30 | $713k | 5.2k | 137.38 |
| 2022-03-31 | $748k | 4.8k | 155.74 |
| 2021-12-31 | $1.0M | 6.5k | 156.58 |
| 2021-09-30 | $940k | 6.5k | 145.44 |
| 2021-06-30 | $954k | 6.5k | 147.61 |
| 2021-03-31 | $950k | 6.7k | 141.20 |
| 2020-12-31 | $682k | 5.3k | 128.00 |
More positions owned by Loring Wolcott Coolidge Fa
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