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iShares S&P 500 Value Index shares owned by Next Level Private

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Next Level Private from 13F filings

Historical chart of Next Level Private investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index 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 500 Value Index by Next Level Private

Quarter filed Position value Share count Share price at filing
2026-03-31 $240k 1.1k 211.15

More positions owned by Next Level Private

American Centy Etf Tr Us Quality Grow (QGRO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Apple (AAPL)
Davis Fundamental Etf Tr Select Us Eqty (DUSA)
JPMorgan Chase & Co. (JPM)
Ge Aerospace Com New (GE)
First Tr Exchange-traded SHS (FDL)
Franklin Templeton Etf Tr Income Focus Etf (INCM)
Ge Vernova (GEV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl C (GOOG)
Ab Active Etfs Short Duration H (SYFI)
Putnam Etf Trust Focsd Larcp Gwt (PGRO)
Boeing Company (BA)

View all positions for Next Level Private

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Pnc Financial Services
Park Avenue Securities
Envestnet Portfolio Solutions
Lido Advisors

View all funds holding iShares S&P 500 Value Index