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New Century Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

New Century Financial Group’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
2025
Q4 		– Sell
-7,029
Closed -$4.7M – 32
2025
Q3 		$4.7M Sell
7,029
-617
-8% -$397K 8.36% 1
2025
Q2 		$4.75M Buy
7,646
+6,506
+571% +$3.74M 5.57% 1
2025
Q1 		$641K Sell
1,140
-8,226
-88% -$4.86M 0.74% 43
2024
Q4 		$5.57M Sell
9,366
-2,606
-22% -$1.54M 2.37% 4
2024
Q3 		$6.91M Buy
11,972
+173
+1% +$96.2K 2.53% 4
2024
Q2 		$6.46M Buy
11,799
+7,232
+158% +$3.8M 2.74% 6
2024
Q1 		$2.4M Buy
4,567
+1,840
+67% +$921K 1.66% 7
2023
Q4 		$1.3M Buy
+2,727
New +$1.22M 1.13% 11

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

New Century Financial Group's IVV Position: Q4 2025 in Review

New Century Financial Group sold out of iShares Core S&P 500 ETF (IVV) in Q4 2025, closing a stake of 7,029 shares — an estimated $4.7M sold.

New Century Financial Group first reported a position in IVV in Q4 2023 and held it in 8 quarters. The position peaked at $6.91M in Q3 2024. 4,013 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • New Century Financial Group reported no remaining iShares Core S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • New Century Financial Group sold 7,029 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $4.7M.
  • New Century Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2023 and held it in 8 quarters.
  • New Century Financial Group's iShares Core S&P 500 ETF position peaked at $6.91M in Q3 2024.
  • 4,013 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.