New Age Alpha Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
New Age Alpha Advisors's IVE Position: Q2 2026 in Review
New Age Alpha Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 15% in Q2 2026, selling an estimated $411K and leaving 10,286 shares worth $2.34M. The position accounts for 0.1% of the portfolio, ranked #262.
New Age Alpha Advisors first reported a position in IVE in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.25M in Q4 2025. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- New Age Alpha Advisors held 10,286 shares of iShares S&P 500 Value ETF worth $2.34M as of Q2 2026.
- New Age Alpha Advisors sold 1,839 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $411K.
- iShares S&P 500 Value ETF made up 0.1% of New Age Alpha Advisors's portfolio in Q2 2026, its #262 holding.
- New Age Alpha Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
- New Age Alpha Advisors's iShares S&P 500 Value ETF position peaked at $3.25M in Q4 2025.
- 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.