iShares S&P 500 Index shares owned by Next Level Private
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Next Level Private
from 13F filings
Historical chart of Next Level Private investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Next Level Private
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $736k | 1.1k | 674.79 |
| 2025-06-30 | $676k | 1.1k | 620.79 |
| 2025-03-31 | $602k | 1.1k | 561.75 |
| 2024-12-31 | $630k | 1.1k | 588.74 |
| 2024-09-30 | $606k | 1.1k | 576.68 |
| 2024-06-30 | $574k | 1.0k | 547.38 |
| 2024-03-31 | $490k | 931 | 525.83 |
| 2023-12-31 | $749k | 1.6k | 477.63 |
| 2023-09-30 | $672k | 1.6k | 429.40 |
| 2023-06-30 | $704k | 1.6k | 441.88 |
| 2022-12-31 | $619k | 1.6k | 389.50 |
| 2022-09-30 | $601k | 1.6k | 378.70 |
| 2022-06-30 | $449k | 1.2k | 379.54 |
| 2022-03-31 | $644k | 1.4k | 453.52 |
| 2021-12-31 | $677k | 1.4k | 476.76 |