New England Private Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

New England Private Wealth 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	$5.14M	Sell	6,920 -142	-2%	-$103K	0.5%	53
2026 Q1	$4.61M	Buy	7,062 +9	+0.1%	+$6.15K	0.53%	51
2025 Q4	$4.83M	Sell	7,053 -18	-0.3%	-$12.2K	0.6%	46
2025 Q3	$4.73M	Buy	7,071 +10	+0.1%	+$6.44K	0.62%	43
2025 Q2	$4.5M	Sell	7,061 -367	-5%	-$211K	0.66%	43
2025 Q1	$4.17M	Sell	7,428 -37	-0.5%	-$21.8K	0.65%	43
2024 Q4	$4.39M	Buy	7,465 +57	+0.8%	+$33.7K	0.7%	37
2024 Q3	$4.27M	Buy	7,408 +8	+0.1%	+$4.45K	0.69%	38
2024 Q2	$4.05M	Buy	7,400 +311	+4%	+$164K	0.71%	37
2024 Q1	$3.72M	Buy	7,089 +8	+0.1%	+$4K	0.65%	40
2023 Q4	$3.38M	Buy	7,081 +32	+0.5%	+$14.3K	0.62%	42
2023 Q3	$3.03M	Buy	7,049 +6	+0.1%	+$2.68K	0.63%	40
2023 Q2	$3.14M	Buy	7,043 +7	+0.1%	+$2.95K	0.63%	41
2023 Q1	$2.89M	Buy	7,036 +16	+0.2%	+$6.42K	0.59%	40
2022 Q4	$2.7M	Sell	7,020 -154	-2%	-$59.4K	0.57%	36
2022 Q3	$2.58M	Buy	7,174 +243	+4%	+$97K	0.6%	34
2022 Q2	$3.15M	Sell	6,931 -3	-0%	-$1.23K	0.58%	35
2022 Q1	$3.15M	Buy	6,934 +50	+0.7%	+$22.4K	0.58%	35
2021 Q4	$3.28M	Sell	6,884 -295	-4%	-$136K	0.57%	36
2021 Q3	$3.09M	Buy	7,179 +884	+14%	+$392K	0.58%	36
2021 Q2	$2.71M	Buy	6,295 +1,238	+24%	+$519K	0.52%	35
2021 Q1	$2.01M	Buy	5,057 +10	+0.2%	+$3.87K	0.35%	45
2020 Q4	$1.9M	Sell	5,047 -41	-0.8%	-$14.6K	0.42%	41
2020 Q3	$1.71M	Sell	5,088 -241	-5%	-$80.2K	0.43%	40
2020 Q2	$1.66M	Sell	5,329 -647	-11%	-$190K	0.45%	38
2020 Q1	$1.54M	Sell	5,976 -737	-11%	-$226K	0.53%	37
2019 Q4	$2.17M	Buy	6,713 +1,322	+25%	+$409K	0.57%	37
2019 Q3	$1.61M	Sell	5,391 -316	-6%	-$93.9K	0.39%	43
2019 Q2	$1.68M	Buy	5,707 +16	+0.3%	+$4.64K	0.41%	41
2019 Q1	$1.62M	Buy	5,691 +13	+0.2%	+$3.56K	0.42%	39
2018 Q4	$1.43M	Buy	5,678 +822	+17%	+$223K	0.42%	41
2018 Q3	$1.42M	Buy	4,856 +11	+0.2%	+$3.15K	0.38%	48
2018 Q2	$1.32M	Buy	4,845 +632	+15%	+$172K	0.37%	49
2018 Q1	$1.12M	Buy	4,213 +361	+9%	+$99.3K	0.32%	54
2017 Q4	$1.03M	Buy	3,852 +1,314	+52%	+$344K	0.29%	56
2017 Q3	$642K	Sell	2,538 -36	-1%	-$8.94K	0.19%	69
2017 Q2	$627K	Buy	2,574 +224	+10%	+$54.1K	0.19%	70
2017 Q1	$558K	Buy	2,350 +553	+31%	+$129K	0.18%	71
2016 Q4	$404K	Buy	1,797 +7	+0.4%	+$1.54K	0.14%	79
2016 Q3	$391K	Buy	+1,790	New	+$389K	0.14%	77

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 England Private Wealth Advisors's IVV Position: Q2 2026 in Review

New England Private Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 2% in Q2 2026, selling an estimated $103K and leaving 6,920 shares worth $5.14M. The position accounts for 0.5% of the portfolio, ranked #53.

New England Private Wealth Advisors first reported a position in IVV in Q3 2016 and has held it in 40 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

New England Private Wealth Advisors held 6,920 shares of iShares Core S&P 500 ETF worth $5.14M as of Q2 2026.
New England Private Wealth Advisors sold 142 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $103K.
iShares Core S&P 500 ETF made up 0.5% of New England Private Wealth Advisors's portfolio in Q2 2026, its #53 holding.
New England Private Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2016 and has held it in 40 quarters since.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.