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 Q2	$6.04M	Sell	8,068 -1,350	-14%	-$983K	0.26%	88
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 $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

New Age Alpha Advisors's IVV Position: Q2 2026 in Review

New Age Alpha Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 14% in Q2 2026, selling an estimated $983K and leaving 8,068 shares worth $6.04M. The position accounts for 0.26% of the portfolio, ranked #88.

New Age Alpha Advisors first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.77M in Q3 2025. 4,116 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

New Age Alpha Advisors held 8,068 shares of iShares Core S&P 500 ETF worth $6.04M as of Q2 2026.
New Age Alpha Advisors sold 1,350 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $983K.
iShares Core S&P 500 ETF made up 0.26% of New Age Alpha Advisors's portfolio in Q2 2026, its #88 holding.
New Age Alpha Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
New Age Alpha Advisors's iShares Core S&P 500 ETF position peaked at $6.77M in Q3 2025.
4,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.