iShares S&P 500 Index shares owned by New World Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by New World Advisors
from 13F filings
Historical chart of New World Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by New World Advisors 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 New World Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11M | 22k | 525.73 |
| 2023-12-31 | $8.5M | 18k | 477.62 |
| 2023-09-30 | $7.3M | 17k | 429.43 |
| 2023-06-30 | $7.3M | 17k | 445.71 |
| 2023-03-31 | $6.0M | 15k | 411.07 |
| 2022-12-31 | $5.7M | 15k | 384.20 |
| 2022-09-30 | $5.1M | 14k | 358.65 |
| 2022-06-30 | $4.1M | 11k | 380.77 |
| 2022-03-31 | $6.9M | 16k | 440.10 |
| 2021-12-31 | $8.1M | 17k | 476.97 |
| 2021-09-30 | $7.2M | 16k | 454.88 |
| 2021-06-30 | $6.0M | 14k | 429.96 |
| 2021-03-31 | $6.0M | 15k | 397.83 |
| 2020-12-31 | $3.2M | 9.6k | 336.06 |
| 2020-09-30 | $3.4M | 10k | 336.10 |
| 2020-06-30 | $3.2M | 9.4k | 335.75 |
| 2020-03-31 | $3.5M | 11k | 323.23 |
| 2019-12-31 | $3.5M | 11k | 323.23 |
| 2019-09-30 | $2.8M | 9.5k | 298.54 |
| 2019-06-30 | $2.1M | 7.3k | 294.71 |
| 2019-03-31 | $1.8M | 6.3k | 284.54 |
| 2018-12-31 | $1.1M | 4.3k | 251.51 |