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iShares S&P 500 Index shares owned by Newman Dignan & Sheerar

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Newman Dignan & Sheerar from 13F filings

Historical chart of Newman Dignan & Sheerar investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Newman Dignan & Sheerar 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 Newman Dignan & Sheerar

Quarter filed Position value Share count Share price at filing
2025-09-30 $926k 1.4k 669.30
2025-06-30 $871k 1.4k 620.90
2024-09-30 $787k 1.3k 583.65
2024-06-30 $738k 1.3k 547.23
2024-03-31 $709k 1.3k 525.73

More positions owned by Newman Dignan & Sheerar

Schwab Dow Jones US Large Cap ETF Etf (SCHX)
Applied Finance Valuation Lg Cap ETF Etf (VSLU)
Schwab Dow Jones US Div Eq ETF Etf (SCHD)
VictoryShares Core Intermediate Bond ETF Etf (UITB)
Apple (AAPL)
ETFS Phys. Swiss Gold Shares Etf (SGOL)
Microsoft Corporation (MSFT)
Alphabet Inc Class A cs (GOOGL)
Dimensional Emerg Core Equity Mkt ETF Etf (DFAE)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Vanguard S&P 500 ETF Etf (VOO)
Schwab FTSE Developed ex-US ETF Etf (SCHF)
First Trust Preferred Sec & Inc ETF Etf (FPE)
Schwab Dow Jones US Large Growth ETF Etf (SCHG)

View all positions for Newman Dignan & Sheerar

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index