iShares S&P 500 Index shares owned by N.E.W. Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by N.E.W. Advisory Services
from 13F filings
Historical chart of N.E.W. Advisory Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by N.E.W. Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $832k | 1.2k | 669.30 |
| 2025-06-30 | $772k | 1.2k | 620.90 |
| 2025-03-31 | $822k | 1.5k | 561.72 |
| 2024-12-31 | $728k | 1.2k | 588.78 |
| 2024-09-30 | $700k | 1.2k | 576.90 |
| 2024-06-30 | $927k | 1.7k | 547.26 |
| 2024-03-31 | $875k | 1.7k | 525.75 |
| 2023-12-31 | $744k | 1.6k | 477.63 |
| 2023-09-30 | $700k | 1.6k | 429.43 |
| 2023-06-30 | $909k | 2.0k | 445.71 |
| 2023-03-31 | $1.1M | 2.6k | 411.08 |
| 2022-12-31 | $1.0M | 2.6k | 384.21 |
| 2022-09-30 | $927k | 2.6k | 358.47 |
| 2022-06-30 | $1.1M | 2.8k | 379.10 |
| 2022-03-31 | $1.6M | 3.9k | 397.92 |
| 2021-12-31 | $1.4M | 3.0k | 476.83 |
| 2021-09-30 | $1.3M | 2.9k | 430.93 |
| 2021-06-30 | $1.4M | 3.2k | 430.04 |
| 2021-03-31 | $1.6M | 3.9k | 401.47 |
| 2020-12-31 | $1.9M | 5.2k | 375.41 |
| 2020-09-30 | $216k | 638 | 338.56 |
| 2019-12-31 | $795k | 2.5k | 322.91 |