iShares S&P 500 Value Index shares owned by Mechanics Financial Corp
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Mechanics Financial Corp
from 13F filings
Historical chart of Mechanics Financial Corp investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Mechanics Financial Corp 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 Mechanics Financial Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $206k | 997 | 206.51 |
| 2025-06-30 | $198k | 1.0k | 195.42 |
| 2025-03-31 | $193k | 1.0k | 190.58 |
| 2024-12-31 | $167k | 875 | 190.88 |
| 2024-09-30 | $177k | 895 | 197.17 |
| 2024-06-30 | $163k | 895 | 182.01 |
| 2024-03-31 | $167k | 895 | 186.81 |
| 2023-12-31 | $156k | 895 | 173.89 |
| 2023-09-30 | $138k | 895 | 153.84 |
| 2023-06-30 | $144k | 895 | 161.19 |
| 2023-03-31 | $140k | 925 | 151.76 |
| 2022-12-31 | $134k | 925 | 144.86 |
| 2022-09-30 | $119k | 925 | 128.65 |
| 2022-06-30 | $127k | 925 | 137.30 |
| 2022-03-31 | $144k | 925 | 155.68 |
| 2021-12-31 | $145k | 925 | 156.76 |