New Age Alpha Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

New Age Alpha Advisors’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	$6.15M	Buy	9,418 +1,806	+24%	+$1.23M	0.29%	90
2025 Q4	$5.21M	Sell	7,612 -2,509	-25%	-$1.7M	0.22%	117
2025 Q3	$6.77M	Sell	10,121 -351	-3%	-$226K	0.28%	83
2025 Q2	$6.5M	Sell	10,472 -387	-4%	-$222K	0.29%	81
2025 Q1	$6.1M	Buy	10,859 +4,542	+72%	+$2.68M	0.27%	96
2024 Q4	$3.72M	Buy	+6,317	New	+$3.74M	0.15%	193

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

New Age Alpha Advisors's IVV Position: Q1 2026 in Review

New Age Alpha Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 24% in Q1 2026, buying an estimated $1.23M and bringing the position to 9,418 shares worth $6.15M. The position accounts for 0.29% of the portfolio, ranked #90.

New Age Alpha Advisors first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.77M in Q3 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

New Age Alpha Advisors held 9,418 shares of iShares Core S&P 500 ETF worth $6.15M as of Q1 2026.
New Age Alpha Advisors bought 1,806 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.23M.
iShares Core S&P 500 ETF made up 0.29% of New Age Alpha Advisors's portfolio in Q1 2026, its #90 holding.
New Age Alpha Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
New Age Alpha Advisors's iShares Core S&P 500 ETF position peaked at $6.77M in Q3 2025.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.