iShares S&P 500 Index shares owned by New England Professional Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by New England Professional Planning
from 13F filings
Historical chart of New England Professional Planning investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by New England Professional Planning 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 New England Professional Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $81M | 125k | 647.42 |
| 2025-06-30 | $78M | 125k | 620.90 |
| 2025-03-31 | $70M | 125k | 561.93 |
| 2024-12-31 | $72M | 122k | 588.69 |
| 2024-09-30 | $71M | 122k | 576.82 |
| 2024-06-30 | $67M | 122k | 547.22 |
| 2024-03-31 | $65M | 123k | 525.74 |
| 2023-12-31 | $60M | 125k | 477.65 |
| 2023-09-30 | $55M | 127k | 429.45 |
| 2023-06-30 | $58M | 130k | 445.73 |
| 2023-03-31 | $55M | 133k | 409.95 |
| 2022-12-31 | $50M | 131k | 384.21 |
| 2022-09-30 | $46M | 129k | 358.62 |
| 2022-06-30 | $48M | 126k | 379.11 |
| 2022-03-31 | $35k | 123k | 0.28 |
| 2021-12-31 | $55M | 120k | 460.66 |
| 2021-09-30 | $55M | 118k | 461.00 |
| 2021-06-30 | $52M | 117k | 445.76 |
| 2021-03-31 | $49M | 117k | 420.78 |
| 2020-12-31 | $44M | 118k | 375.47 |
| 2020-09-30 | $42M | 118k | 351.45 |
| 2020-06-30 | $41M | 121k | 337.01 |
| 2020-03-31 | $34M | 120k | 284.67 |
| 2019-12-31 | $35M | 109k | 323.21 |
| 2018-09-30 | $23M | 77k | 292.71 |
| 2018-06-30 | $20M | 73k | 273.01 |
| 2018-03-31 | $19M | 71k | 266.28 |
| 2017-12-31 | $19M | 69k | 273.61 |
| 2016-06-30 | $13M | 60k | 217.97 |
| 2016-03-31 | $12k | 43 | 267.09 |
| 2015-12-31 | $7.0M | 34k | 204.76 |
| 2015-09-30 | $6.6M | 32k | 209.22 |
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