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iShares S&P 500 Index shares owned by Northeast Planning Associates, Inc. / Nh /

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Northeast Planning Associates, Inc. / Nh / from 13F filings

Historical chart of Northeast Planning Associates, Inc. / Nh / investment in iShares S&P 500 Index

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All positions including iShares S&P 500 Index held by Northeast Planning Associates, Inc. / Nh / 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 Northeast Planning Associates, Inc. / Nh /

Quarter filed Position value Share count Share price at filing
2026-06-30 $223k 298 748.89
2025-03-31 $347k 618 561.90
2024-12-31 $406k 690 588.68