iShares S&P 500 Index shares owned by Level Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Level Financial Advisors
from 13F filings
Historical chart of Level Financial Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Level Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Level Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $599k | 896 | 668.97 |
| 2025-06-30 | $578k | 930 | 621.20 |
| 2025-03-31 | $523k | 930 | 562.11 |
| 2023-12-31 | $20k | 42 | 477.62 |
| 2023-09-30 | $18k | 42 | 429.43 |
| 2023-06-30 | $19k | 42 | 445.71 |
| 2023-03-31 | $17k | 42 | 411.07 |
| 2022-12-31 | $16k | 42 | 380.95 |
| 2022-09-30 | $15k | 42 | 357.14 |
| 2022-06-30 | $117k | 309 | 378.64 |
| 2022-03-31 | $140k | 309 | 453.07 |
| 2021-12-31 | $147k | 309 | 475.73 |