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iShares Russell 1000 Value Index shares owned by Next Level Private

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Next Level Private from 13F filings

Historical chart of Next Level Private investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 Russell 1000 Value Index by Next Level Private

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 8.9k 179.10
2023-12-31 $1.5M 8.9k 165.24
2023-09-30 $1.2M 8.0k 150.11
2023-06-30 $1.3M 8.0k 157.18
2023-03-31 $1.2M 8.0k 152.27
2022-12-31 $1.2M 8.0k 154.80
2022-09-30 $1.5M 11k 143.65
2022-03-31 $1.7M 10k 166.01
2021-12-31 $2.6M 15k 167.92

More positions owned by Next Level Private

First Tr Value Line Divid In SHS (FVD)
JPMorgan Chase & Co. (JPM)
Carlisle Companies (CSL)
General Electric Com New (GE)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Davis Fundamental Etf Tr Select Us Eqty (DUSA)
Microsoft Corporation (MSFT)
Exxon Mobil Corporation (XOM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Blackstone Group Inc Com Cl A (BX)
Franklin Templeton Etf Tr Income Focus Etf (INCM)
Alphabet Cap Stk Cl C (GOOG)
International Business Machines (IBM)

View all positions for Next Level Private

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Baird Financial
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
Stifel Financial
GLOBALT Investments LLC / GA

View all funds holding iShares Russell 1000 Value Index