Next Level Wealth Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Next Level Wealth Planning’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.51M	Buy	2,316 +223	+11%	+$152K	0.78%	14
2025 Q4	$1.43M	Sell	2,093 -344	-14%	-$234K	0.76%	11
2025 Q3	$1.63M	Buy	2,437 +78	+3%	+$50.2K	0.92%	11
2025 Q2	$1.46M	Sell	2,359 -74	-3%	-$42.5K	0.94%	11
2025 Q1	$1.37M	Buy	2,433 +148	+6%	+$87.4K	1.04%	10
2024 Q4	$1.35M	Buy	+2,285	New	+$1.35M	1.06%	10

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Next Level Wealth Planning's IVV Position: Q1 2026 in Review

Next Level Wealth Planning increased its iShares Core S&P 500 ETF (IVV) stake by 11% in Q1 2026, buying an estimated $152K and bringing the position to 2,316 shares worth $1.51M. The position accounts for 0.78% of the portfolio, ranked #14.

Next Level Wealth Planning first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.63M in Q3 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Next Level Wealth Planning held 2,316 shares of iShares Core S&P 500 ETF worth $1.51M as of Q1 2026.
Next Level Wealth Planning bought 223 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $152K.
iShares Core S&P 500 ETF made up 0.78% of Next Level Wealth Planning's portfolio in Q1 2026, its #14 holding.
Next Level Wealth Planning first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Next Level Wealth Planning's iShares Core S&P 500 ETF position peaked at $1.63M in Q3 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.