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 Q2	$931K	Sell	1,243 -48	-4%	-$35K	0.06%	107
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 $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

N.E.W. Advisory Services's IVV Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its iShares Core S&P 500 ETF (IVV) stake by 3.7% in Q2 2026, selling an estimated $35K and leaving 1,243 shares worth $931K. The position accounts for 0.06% of the portfolio, ranked #107.

N.E.W. Advisory Services first reported a position in IVV in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.95M in Q4 2020. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

N.E.W. Advisory Services held 1,243 shares of iShares Core S&P 500 ETF worth $931K as of Q2 2026.
N.E.W. Advisory Services sold 48 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $35K.
iShares Core S&P 500 ETF made up 0.06% of N.E.W. Advisory Services's portfolio in Q2 2026, its #107 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 25 quarters since.
N.E.W. Advisory Services's iShares Core S&P 500 ETF position peaked at $1.95M in Q4 2020.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.