Lynx Capital Group »

iShares S&P 500 Value Index shares owned by Lynx Capital Group

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Lynx Capital Group from 13F filings

Historical chart of Lynx Capital Group investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Lynx Capital Group 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 Lynx Capital Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.5M 38k 227.06
2026-03-31 $6.9M 33k 211.16
2024-12-31 $5.3M 28k 190.89
2024-09-30 $4.9M 25k 197.17
2024-06-30 $4.5M 25k 182.02
2024-03-31 $4.4M 24k 186.81

More positions owned by Lynx Capital Group

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Alps Etf Tr Alerian Mlp (AMLP)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)
Ishares Tr U.s. Med Dvc Etf (IHI)
Broadcom (AVGO)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Johnson & Johnson (JNJ)

View all positions for Lynx Capital Group

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