Newton One Investments’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $52.7M | Buy |
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|
2025
Q2 | $45.1M | Buy |
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|
2025
Q1 | $22.8M | Buy |
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|
2024
Q4 | $2.41M | Buy |
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|
2024
Q3 | $1.42M | Buy |
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|
2024
Q2 | $1.34M | Buy |
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|
2024
Q1 | $1.29M | Buy |
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|
2023
Q4 | $1.17M | Sell |
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|
2023
Q3 | $1.08M | Hold |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $957K | Hold |
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|
2022
Q3 | $893K | Hold |
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|
2022
Q2 | $944K | Hold |
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|
2022
Q1 | $1.13M | Hold |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $1.06M | Sell |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $982K | Hold |
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|
2020
Q4 | $927K | Buy |
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