iShares S&P 500 Index shares owned by Newton One Investments
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Newton One Investments
from 13F filings
Historical chart of Newton One Investments investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Newton One Investments 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 Newton One Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $53M | 79k | 669.30 |
| 2025-06-30 | $45M | 73k | 620.90 |
| 2025-03-31 | $23M | 41k | 561.90 |
| 2024-12-31 | $2.4M | 4.1k | 588.63 |
| 2024-09-30 | $1.4M | 2.5k | 576.92 |
| 2024-06-30 | $1.3M | 2.5k | 547.23 |
| 2024-03-31 | $1.3M | 2.5k | 525.66 |
| 2023-12-31 | $1.2M | 2.4k | 477.65 |
| 2023-09-30 | $1.1M | 2.5k | 429.35 |
| 2023-06-30 | $1.1M | 2.5k | 445.63 |
| 2023-03-31 | $1.0M | 2.5k | 411.07 |
| 2022-12-31 | $957k | 2.5k | 384.17 |
| 2022-09-30 | $893k | 2.5k | 358.49 |
| 2022-06-30 | $944k | 2.5k | 378.96 |
| 2022-03-31 | $1.1M | 2.5k | 453.63 |
| 2021-12-31 | $1.2M | 2.5k | 476.92 |
| 2021-09-30 | $1.1M | 2.5k | 430.65 |
| 2021-06-30 | $1.1M | 2.5k | 429.95 |
| 2021-03-31 | $982k | 2.5k | 397.73 |
| 2020-12-31 | $927k | 2.5k | 375.46 |