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iShares S&P 500 Index shares owned by Punch & Associates Investment Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Punch & Associates Investment Management from 13F filings

Historical chart of Punch & Associates Investment Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Punch & Associates Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Punch & Associates Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $12k 23 525.74
2023-12-31 $130k 272 477.63
2023-09-30 $119k 277 429.43
2023-06-30 $131k 294 445.71
2023-03-31 $105k 256 411.08
2022-12-31 $97k 252 384.21
2022-09-30 $90k 252 357.14
2022-06-30 $96k 252 380.95
2022-03-31 $114k 252 452.38
2021-12-31 $126k 265 475.47
2021-09-30 $114k 265 430.19
2021-06-30 $108k 252 428.57
2020-12-31 $20k 52 384.62
2019-12-31 $137k 423 323.88
2015-09-30 $341k 1.8k 192.55