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iShares S&P 500 Value Index shares owned by Lincoln National

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Lincoln National from 13F filings

Historical chart of Lincoln National 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 Lincoln National 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 Lincoln National

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5M 24k 186.81
2023-12-31 $2.2M 13k 173.90
2023-09-30 $1.9M 12k 153.83
2023-06-30 $1.9M 12k 161.20
2023-03-31 $2.1M 14k 151.74
2022-12-31 $1.9M 13k 145.08
2022-09-30 $1.4M 11k 128.47
2022-06-30 $1.4M 10k 137.41
2022-03-31 $1.5M 9.6k 155.71
2021-12-31 $1.3M 8.3k 156.64
2021-09-30 $1.1M 7.8k 145.40
2021-06-30 $1.6M 11k 148.94
2021-03-31 $2.0M 15k 140.24
2020-12-31 $1.9M 15k 128.44
2020-09-30 $1.5M 13k 113.50
2020-06-30 $1.9M 18k 107.69
2020-03-31 $1.2M 13k 96.28
2019-12-31 $1.9M 15k 130.09
2019-09-30 $1.6M 14k 118.73
2019-06-30 $1.2M 9.9k 116.50
2019-03-31 $780k 6.9k 112.72
2018-12-31 $552k 5.5k 100.95
2018-09-30 $1.1M 9.3k 115.84
2018-06-30 $945k 8.6k 110.18
2018-03-31 $768k 7.0k 109.24
2017-12-31 $2.0M 17k 114.32
2017-09-30 $936k 8.7k 107.85
2017-06-30 $863k 8.2k 104.98
2017-03-31 $854k 8.2k 104.12
2016-12-31 $861k 8.5k 101.45
2016-09-30 $731k 7.7k 94.91
2016-06-30 $672k 7.2k 92.82
2016-03-31 $632k 7.0k 89.89
2015-12-31 $676k 8.1k 83.45
2015-09-30 $332k 3.9k 85.15
2015-06-30 $330k 3.5k 93.99
2015-03-31 $325k 3.5k 92.57
2014-12-31 $322k 3.4k 93.80
2014-09-30 $235k 2.6k 90.11