iShares S&P 500 Value Index shares owned by Moody Lynn & Co/
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Moody Lynn & Co/
from 13F filings
Historical chart of Moody Lynn & Co/ 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 Moody Lynn & Co/ 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 Moody Lynn & Co/
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $436k | 2.1k | 206.51 |
| 2025-06-30 | $413k | 2.1k | 195.42 |
| 2025-03-31 | $412k | 2.2k | 190.58 |
| 2024-12-31 | $413k | 2.2k | 190.88 |
| 2024-09-30 | $288k | 1.5k | 197.17 |
| 2024-06-30 | $266k | 1.5k | 182.01 |
| 2024-03-31 | $273k | 1.5k | 186.81 |
| 2023-12-31 | $285k | 1.6k | 173.89 |
| 2023-09-30 | $252k | 1.6k | 153.84 |
| 2023-06-30 | $264k | 1.6k | 161.19 |