Ownership history in LYNCH & ASSOCIATES/IN · 63 quarters on record
This page tracks every 13F SEC filing in which LYNCH & ASSOCIATES/IN reported a position in ISHARES S&P 500 INDEX ETF (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 33,320 | -234 | -0.7% | 4.32% | $22.8M | $683.12 |
| 2025 Q3 | REDUCED | 33,554 | -852 | -2.5% | 4.34% | $22.5M | $665.17 |
| 2025 Q2 | ADDED | 34,406 | +493 | +1.5% | 4.30% | $21.4M | $615.21 |
| 2025 Q1 | ADDED | 33,913 | +433 | +1.3% | 4.12% | $19.1M | $555.02 |
| 2024 Q4 | REDUCED | 33,480 | -1,530 | -4.4% | 4.28% | $19.7M | $579.67 |
| 2024 Q3 | REDUCED | 35,010 | -287 | -0.8% | 4.27% | $20.2M | $566.00 |
| 2024 Q2 | REDUCED | 35,297 | -197 | -0.6% | 4.35% | $19.3M | $534.89 |
| 2024 Q1 | ADDED | 35,494 | +165 | +0.5% | 4.31% | $18.7M | $512.33 |
| 2023 Q4 | REDUCED | 35,329 | -74 | -0.2% | 4.10% | $16.9M | $463.98 |
| 2023 Q3 | ADDED | 35,403 | +373 | +1.1% | 4.01% | $15.2M | $415.48 |
As of 2025 Q4 — sorted by position size