iShares S&P 500 Index shares owned by NovaPoint Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by NovaPoint Capital
from 13F filings
Historical chart of NovaPoint Capital investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by NovaPoint Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.7M | 10k | 669.30 |
| 2025-06-30 | $5.9M | 9.6k | 620.90 |
| 2025-03-31 | $3.3M | 6.0k | 561.92 |
| 2024-12-31 | $7.1M | 12k | 588.66 |
| 2024-09-30 | $7.0M | 12k | 576.80 |
| 2024-06-30 | $4.9M | 8.9k | 547.25 |
| 2024-03-31 | $3.9M | 7.4k | 525.75 |
| 2023-12-31 | $3.5M | 7.3k | 477.65 |
| 2023-09-30 | $3.1M | 7.2k | 429.43 |
| 2023-06-30 | $3.2M | 7.2k | 445.73 |
| 2023-03-31 | $3.0M | 7.2k | 411.11 |
| 2022-12-31 | $2.9M | 7.5k | 384.20 |
| 2022-09-30 | $1.2M | 3.3k | 358.72 |
| 2022-06-30 | $1.2M | 3.2k | 379.19 |
| 2022-03-31 | $2.0M | 4.4k | 453.73 |
| 2021-12-31 | $3.5M | 7.3k | 476.95 |
| 2021-09-30 | $4.2M | 9.8k | 430.84 |
| 2021-06-30 | $4.1M | 9.5k | 429.95 |
| 2021-03-31 | $8.0M | 20k | 397.81 |
| 2020-12-31 | $7.7M | 21k | 375.38 |
| 2020-09-30 | $7.4M | 22k | 336.07 |
| 2020-06-30 | $9.1M | 29k | 309.67 |
| 2020-03-31 | $7.7M | 30k | 258.40 |
| 2019-12-31 | $5.2M | 16k | 323.26 |