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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.5M Sell
10,472
-387
-4% -$240K 0.29% 81
2025
Q1
$6.1M Buy
10,859
+4,542
+72% +$2.55M 0.27% 96
2024
Q4
$3.72M Buy
+6,317
New +$3.72M 0.15% 193