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 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 $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

New Age Alpha Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.9% in Q1 2026, selling an estimated $10.9K and leaving 4,816 shares worth $545K. The position accounts for 0.03% of the portfolio, ranked #487.

New Age Alpha Advisors first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $605K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

New Age Alpha Advisors held 4,816 shares of iShares S&P 500 Growth ETF worth $545K as of Q1 2026.
New Age Alpha Advisors sold 91 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $10.9K.
iShares S&P 500 Growth ETF made up 0.03% of New Age Alpha Advisors's portfolio in Q1 2026, its #487 holding.
New Age Alpha Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
New Age Alpha Advisors's iShares S&P 500 Growth ETF position peaked at $605K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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