iShares S&P 500 Index shares owned by Newman & Schimel
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Newman & Schimel
from 13F filings
Historical chart of Newman & Schimel 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 & Schimel consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Newman & Schimel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $2.8M | 7.3k | 384.19 |
| 2022-09-30 | $1.8M | 4.9k | 358.61 |
| 2022-06-30 | $1.2M | 3.3k | 379.03 |
| 2022-03-31 | $1.1M | 2.5k | 453.81 |
| 2021-12-31 | $1.1M | 2.4k | 476.87 |
| 2021-09-30 | $818k | 1.9k | 430.98 |
| 2021-06-30 | $619k | 1.4k | 429.86 |
| 2021-03-31 | $486k | 1.2k | 397.71 |
| 2020-12-31 | $442k | 1.2k | 375.53 |