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Northeast Planning Associates NH’s iShares Core S&P 500 ETF IVV Stock Holding History

Northeast Planning Associates NH’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-618
Closed -$347K – 48
2025
Q1 		$347K Sell
618
-72
-10% -$42.5K 0.29% 36
2024
Q4 		$406K Buy
+690
New +$408K 0.42% 28

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Northeast Planning Associates NH's IVV Position: Q2 2025 in Review

Northeast Planning Associates NH sold out of iShares Core S&P 500 ETF (IVV) in Q2 2025, closing a stake of 618 shares — an estimated $347K sold.

Northeast Planning Associates NH first reported a position in IVV in Q4 2024 and held it in 2 quarters. The position peaked at $406K in Q4 2024. 3,617 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

  • Northeast Planning Associates NH reported no remaining iShares Core S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Northeast Planning Associates NH sold 618 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $347K.
  • Northeast Planning Associates NH first reported a position in iShares Core S&P 500 ETF in Q4 2024 and held it in 2 quarters.
  • Northeast Planning Associates NH's iShares Core S&P 500 ETF position peaked at $406K in Q4 2024.
  • 3,617 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Northeast Planning Associates NH's 13F filing for Q2 2025, filed 12 Aug 2025.