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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
2026
Q2 		$223K Buy
+298
New +$217K 0.17% 63
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

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Northeast Planning Associates NH's IVV Position: Q2 2026 in Review

Northeast Planning Associates NH opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 298 shares worth $223K. The stake represents 0.17% of the portfolio and ranks #63 among its holdings. This is a return to the name: Northeast Planning Associates NH previously reported a position in IVV as recently as Q1 2025.

Northeast Planning Associates NH first reported a position in IVV in Q4 2024 and has held it in 3 quarters since. The position peaked at $406K in Q4 2024. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Northeast Planning Associates NH held 298 shares of iShares Core S&P 500 ETF worth $223K as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Northeast Planning Associates NH position in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.17% of Northeast Planning Associates NH's portfolio in Q2 2026, its #63 holding.
  • Northeast Planning Associates NH first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 3 quarters since.
  • Northeast Planning Associates NH's iShares Core S&P 500 ETF position peaked at $406K in Q4 2024.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.