New England Professional Planning Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $81M | Buy |
|
|||||
|
2025
Q2 | $77.6M | Buy |
|
|||||
|
2025
Q1 | $70.2M | Buy |
|
|||||
|
2024
Q4 | $71.7M | Sell |
|
|||||
|
2024
Q3 | $70.6M | Buy |
|
|||||
|
2024
Q2 | $66.6M | Sell |
|
|||||
|
2024
Q1 | $64.6M | Sell |
|
|||||
|
2023
Q4 | $59.5M | Sell |
|
|||||
|
2023
Q3 | $54.7M | Sell |
|
|||||
|
2023
Q2 | $58M | Sell |
|
|||||
|
2023
Q1 | $54.7M | Buy |
|
|||||
|
2022
Q4 | $50.2M | Buy |
|
|||||
|
2022
Q3 | $46.3M | Buy |
|
|||||
|
2022
Q2 | $47.8M | Buy |
|
|||||
|
2022
Q1 | $55.9M | Buy |
|
|||||
|
2021
Q4 | $55.3M | Buy |
|
|||||
|
2021
Q3 | $54.5M | Buy |
|
|||||
|
2021
Q2 | $52.1M | Sell |
|
|||||
|
2021
Q1 | $49.3M | Sell |
|
|||||
|
2020
Q4 | $44.1M | Sell |
|
|||||
|
2020
Q3 | $41.5M | Sell |
|
|||||
|
2020
Q2 | $40.7M | Buy |
|
|||||
|
2020
Q1 | $34.1M | Buy |
|
|||||
|
2019
Q4 | $35.3M | Buy |
|
|||||
|
2018
Q3 | $22.6M | Buy |
|
|||||
|
2018
Q2 | $20M | Buy |
|
|||||
|
2018
Q1 | $19M | Buy |
|
|||||
|
2017
Q4 | $18.7M | Buy |
|
|||||
|
2016
Q2 | $13.1M | Buy |
|
|||||
|
2016
Q1 | $11.5M | Buy |
|
|||||
|
2015
Q4 | $7.01M | Buy |
|
|||||
|
2015
Q3 | $6.6M | Buy |
|