N.E.W. Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

N.E.W. Advisory Services’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	$844K	Buy	1,291 +36	+3%	+$24.6K	0.06%	104
2025 Q4	$860K	Buy	1,255 +12	+1%	+$8.15K	0.06%	102
2025 Q3	$832K	Hold	1,243	–	–	0.07%	87
2025 Q2	$772K	Sell	1,243 -221	-15%	-$127K	0.07%	89
2025 Q1	$822K	Buy	1,464 +228	+18%	+$135K	0.06%	96
2024 Q4	$728K	Buy	1,236 +23	+2%	+$13.6K	0.07%	92
2024 Q3	$700K	Sell	1,213 -480	-28%	-$267K	0.07%	91
2024 Q2	$927K	Buy	1,693 +29	+2%	+$15.2K	0.1%	74
2024 Q1	$875K	Buy	1,664 +106	+7%	+$53K	0.1%	77
2023 Q4	$744K	Sell	1,558 -72	-4%	-$32.2K	0.09%	81
2023 Q3	$700K	Sell	1,630 -409	-20%	-$183K	0.1%	83
2023 Q2	$909K	Sell	2,039 -571	-22%	-$241K	0.13%	59
2023 Q1	$1.07M	Hold	2,610	–	–	0.16%	54
2022 Q4	$1M	Buy	2,610 +24	+0.9%	+$9.26K	0.16%	56
2022 Q3	$927K	Sell	2,586 -189	-7%	-$75.5K	0.17%	54
2022 Q2	$1.05M	Sell	2,775 -1,158	-29%	-$476K	0.18%	51
2022 Q1	$1.56M	Buy	3,933 +976	+33%	+$437K	0.3%	39
2021 Q4	$1.41M	Buy	2,957 +54	+2%	+$24.9K	0.21%	47
2021 Q3	$1.25M	Sell	2,903 -299	-9%	-$133K	0.2%	48
2021 Q2	$1.38M	Sell	3,202 -731	-19%	-$306K	0.23%	44
2021 Q1	$1.58M	Sell	3,933 -1,248	-24%	-$483K	0.3%	40
2020 Q4	$1.95M	Buy	5,181 +4,543	+712%	+$1.62M	0.41%	36
2020 Q3	$216K	Buy	+638	New	+$212K	0.06%	91
2019 Q4	$795K	Buy	+2,462	New	+$762K	0.26%	45

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

N.E.W. Advisory Services's IVV Position: Q1 2026 in Review

N.E.W. Advisory Services increased its iShares Core S&P 500 ETF (IVV) stake by 2.9% in Q1 2026, buying an estimated $24.6K and bringing the position to 1,291 shares worth $844K. The position accounts for 0.06% of the portfolio, ranked #104.

N.E.W. Advisory Services first reported a position in IVV in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.95M in Q4 2020. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

N.E.W. Advisory Services held 1,291 shares of iShares Core S&P 500 ETF worth $844K as of Q1 2026.
N.E.W. Advisory Services bought 36 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $24.6K.
iShares Core S&P 500 ETF made up 0.06% of N.E.W. Advisory Services's portfolio in Q1 2026, its #104 holding.
N.E.W. Advisory Services first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 24 quarters since.
N.E.W. Advisory Services's iShares Core S&P 500 ETF position peaked at $1.95M in Q4 2020.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.