iShares S&P 500 Index shares owned by NextCapital Advisers
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by NextCapital Advisers
from 13F filings
Historical chart of NextCapital Advisers investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by NextCapital Advisers 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 NextCapital Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $1.5B | 4.0M | 379.15 |
| 2022-03-31 | $1.7B | 3.7M | 460.79 |
| 2021-12-31 | $1.8B | 3.7M | 478.18 |
| 2021-09-30 | $1.5B | 3.6M | 430.82 |
| 2021-06-30 | $1.4B | 3.3M | 429.54 |
| 2021-03-31 | $1.2B | 3.1M | 396.27 |
| 2020-12-31 | $1.1B | 2.9M | 373.30 |
| 2020-09-30 | $896M | 2.7M | 333.51 |
| 2020-06-30 | $738M | 2.4M | 305.66 |
| 2020-03-31 | $585M | 2.2M | 262.36 |
| 2019-12-31 | $681M | 2.1M | 323.24 |
| 2019-09-30 | $535M | 1.8M | 297.00 |
| 2019-06-30 | $427M | 1.5M | 294.76 |
| 2019-03-31 | $327M | 1.1M | 284.56 |
| 2018-12-31 | $229M | 918k | 249.33 |
| 2018-09-30 | $163M | 557k | 292.73 |