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iShares S&P 1500 Index Fund shares owned by Next Level Private

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Next Level Private from 13F filings

Historical chart of Next Level Private investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Next Level Private consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Next Level Private

Quarter filed Position value Share count Share price at filing
2025-09-30 $696k 4.7k 146.99
2025-06-30 $638k 4.7k 135.03
2025-03-31 $575k 4.7k 122.01
2024-12-31 $590k 4.6k 128.61
2024-09-30 $574k 4.6k 125.62

More positions owned by Next Level Private

First Tr Exchange Traded Risng Divd Achiv (RDVY)
American Centy Etf Tr Us Quality Grow (QGRO)
First Tr Exchange Traded Rba Indl Etf (AIRR)
JPMorgan Chase & Co. (JPM)
Davis Fundamental Etf Tr Select Us Eqty (DUSA)
Ge Aerospace Com New (GE)
First Tr Exchange-traded SHS (FDL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Franklin Templeton Etf Tr Income Focus Etf (INCM)
Ge Vernova (GEV)
Boeing Company (BA)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)

View all positions for Next Level Private

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Wealthfront Advisers
Morgan Stanley
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global

View all funds holding iShares S&P 1500 Index Fund