iShares S&P SmallCap 600 Index shares owned by Newton One Investments
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Newton One Investments
from 13F filings
Historical chart of Newton One Investments investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Newton One Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.9M | 33k | 116.96 |
| 2024-06-30 | $3.5M | 33k | 106.66 |
| 2024-03-31 | $3.6M | 33k | 110.52 |
| 2023-12-31 | $3.6M | 33k | 108.25 |
| 2023-09-30 | $3.7M | 39k | 94.33 |
| 2023-06-30 | $4.7M | 48k | 99.65 |
| 2023-03-31 | $4.4M | 46k | 96.70 |
| 2022-12-31 | $4.3M | 45k | 94.64 |
| 2022-09-30 | $3.9M | 45k | 87.19 |
| 2022-06-30 | $4.1M | 45k | 92.40 |
| 2022-03-31 | $4.9M | 45k | 107.89 |
| 2021-12-31 | $5.1M | 45k | 114.52 |
| 2021-09-30 | $4.8M | 44k | 109.19 |
| 2021-06-30 | $4.7M | 41k | 112.99 |
| 2021-03-31 | $4.4M | 41k | 108.53 |
| 2020-12-31 | $3.7M | 40k | 91.89 |
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