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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

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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
2024-09-30 $574k 4.6k 125.62

More positions owned by Next Level Private

First Tr Exchange-traded Risng Divd Achiv (RDVY)
JPMorgan Chase & Co. (JPM)
Carlisle Companies (CSL)
Ge Aerospace Com New (GE)
First Tr Morningstar Divid L SHS (FDL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Davis Fundamental Etf Tr Select Us Eqty (DUSA)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Franklin Templeton Etf Tr Income Focus Etf (INCM)
Exxon Mobil Corporation (XOM)
Microsoft Corporation (MSFT)
Blackstone Group Inc Com Cl A (BX)
Pacer Fds Tr Us Cash Cows 100 (COWZ)

View all positions for Next Level Private

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
Wealthfront Advisers
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
Ballentine Partners
Buckingham Strategic Partners
Auto-Owners Insurance
Cisco Systems
Parallel Advisors
AlTi Global
Envestnet Asset Management
HPM Partners

View all funds holding iShares S&P 1500 Index Fund