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
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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 |
|---|---|---|---|
| 2025-09-30 | $19k | 28 | 669.29 |
| 2025-06-30 | $17k | 28 | 620.89 |
| 2025-03-31 | $16k | 28 | 561.89 |
| 2024-12-31 | $14k | 24 | 588.67 |
| 2024-09-30 | $13k | 23 | 576.83 |
| 2024-06-30 | $13k | 23 | 547.22 |
| 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 |
More positions owned by Punch & Associates Investment Management
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