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Northeast Planning Associates, Inc. / Nh / »

iShares Russell 3000 Index shares owned by Northeast Planning Associates, Inc. / Nh /

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Northeast Planning Associates, Inc. / Nh / from 13F filings

Historical chart of Northeast Planning Associates, Inc. / Nh / investment in iShares Russell 3000 Index

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All positions including iShares Russell 3000 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 Russell 3000 Index by Northeast Planning Associates, Inc. / Nh /

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$855k	2.2k	386.85
2025-09-30	$985k	2.6k	378.94
2025-06-30	$913k	2.6k	351.00
2025-03-31	$826k	2.6k	317.64
2024-12-31	$1.2M	3.6k	334.25

More positions owned by Northeast Planning Associates, Inc. / Nh /

Ishares Silver Tr Ishares (SLV)

Victory Portfolios Ii Core Intermediat (UITB)

Victory Portfolios Ii Short Trm Bd Etf (USTB)

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

Vaneck Etf Trust Gold Miners Etf (GDX)

First Tr Exchange-traded Intermediate Dur (FIIG)

Dbx Etf Tr Xtrack Msci Eafe (DBEF)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

Victory Portfolios Ii Shares Free Cash (VFLO)

Victory Portfolios Ii Victoryshs Emerg (UEVM)

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)

First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QMNV)

Global X Fds Global X Silver (SIL)

Global X Fds Global X Copper (COPX)

Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Northeast Planning Associates, Inc. / Nh /

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