iShares S&P 500 Index shares owned by NFP Retirement
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by NFP Retirement
from 13F filings
Historical chart of NFP Retirement investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by NFP Retirement 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 NFP Retirement
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $513M | 796k | 644.85 |
| 2025-06-30 | $250M | 402k | 620.90 |
| 2025-03-31 | $254M | 452k | 561.90 |
| 2024-12-31 | $224M | 380k | 588.68 |
| 2024-09-30 | $218M | 378k | 576.88 |
| 2024-06-30 | $209M | 382k | 547.25 |
| 2024-03-31 | $202M | 385k | 525.75 |
| 2023-12-31 | $2.8M | 5.8k | 477.56 |
| 2023-09-30 | $2.4M | 5.6k | 429.39 |
| 2023-06-30 | $2.5M | 5.6k | 445.73 |
| 2023-03-31 | $6.9M | 17k | 411.08 |
| 2022-12-31 | $5.9M | 15k | 384.17 |
| 2022-09-30 | $5.1M | 14k | 358.61 |
| 2022-06-30 | $4.1M | 11k | 379.09 |
| 2022-03-31 | $2.9M | 6.5k | 453.62 |
| 2021-12-31 | $2.2M | 4.6k | 477.08 |
| 2021-09-30 | $1.4M | 3.3k | 430.97 |
| 2021-06-30 | $818k | 1.9k | 429.78 |
| 2021-03-31 | $380k | 955 | 397.80 |
| 2020-12-31 | $1.8M | 4.7k | 375.29 |
| 2020-09-30 | $1.1M | 3.4k | 336.04 |
| 2020-06-30 | $283k | 913 | 309.62 |
| 2020-03-31 | $235k | 910 | 258.59 |
| 2019-12-31 | $427k | 1.3k | 322.64 |