iShares S&P 500 Value Index shares owned by Newton One Investments
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Newton One Investments
from 13F filings
Historical chart of Newton One Investments investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value 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 Value Index by Newton One Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $330k | 1.8k | 186.76 |
| 2023-12-31 | $306k | 1.8k | 173.85 |
| 2023-09-30 | $268k | 1.7k | 153.84 |
| 2023-06-30 | $281k | 1.7k | 161.19 |
| 2023-03-31 | $263k | 1.7k | 151.76 |
| 2022-12-31 | $251k | 1.7k | 145.07 |