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iShares S&P Global Technology Sect. shares owned by Next Level Wealth Planning

Quarter-by-quarter ownership of iShares S&P Global Technology Sect. (IXN) shares owned by Next Level Wealth Planning from 13F filings

Historical chart of Next Level Wealth Planning investment in iShares S&P Global Technology Sect.

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Technology Sect. held by Next Level Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Technology Sect. by Next Level Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $318k 3.1k 103.22
2025-06-30 $284k 3.1k 92.35

More positions owned by Next Level Wealth Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Palantir Technologies Cl A (PLTR)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust Portfolio S&p500 (SPLG)

View all positions for Next Level Wealth Planning

Top funds holding iShares S&P Global Technology Sect.

Fisher Investments
Jpmorgan Chase & Co
Morgan Stanley
Wells Fargo & Company
Portfolio Strategies
Green Harvest Asset Management
LPL Financial
Royal Bank of Canada
Fil
BlackRock
Ameriprise Financial
Patten & Patten
UBS Group
Cambridge Investment Research Advisors
Pictet Asset Management Holding SA

View all funds holding iShares S&P Global Technology Sect.