New Age Alpha Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

New Age Alpha Advisors’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$366K	Sell	2,662 -2,154	-45%	-$284K	0.02%	674
2026 Q1	$545K	Sell	4,816 -91	-2%	-$10.9K	0.03%	487
2025 Q4	$605K	Buy	4,907 +916	+23%	+$112K	0.03%	459
2025 Q3	$482K	Sell	3,991 -1,300	-25%	-$150K	0.02%	500
2025 Q2	$583K	Buy	5,291 +1,792	+51%	+$177K	0.03%	472
2025 Q1	$325K	Buy	3,499 +3,083	+741%	+$311K	0.01%	565
2024 Q4	$42.2K	Buy	+416	New	+$41.5K	﹤0.01%	801

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

New Age Alpha Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 45% in Q2 2026, selling an estimated $284K and leaving 2,662 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #674.

New Age Alpha Advisors first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. The position peaked at $605K in Q4 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

New Age Alpha Advisors held 2,662 shares of iShares S&P 500 Growth ETF worth $366K as of Q2 2026.
New Age Alpha Advisors sold 2,154 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $284K.
iShares S&P 500 Growth ETF made up 0.02% of New Age Alpha Advisors's portfolio in Q2 2026, its #674 holding.
New Age Alpha Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
New Age Alpha Advisors's iShares S&P 500 Growth ETF position peaked at $605K in Q4 2025.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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