New Wave Wealth Advisors
IVV icon

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

New Wave 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
Q3 		$648K Buy
829
+10
+1% +$7.63K 0.17% 121
2026
Q2 		$613K Hold
819
– – 0.17% 119
2026
Q1 		$535K Buy
819
+394
+93% +$269K 0.19% 92
2025
Q4 		$291K Buy
+425
New +$289K 0.11% 138
2025
Q1 		– Sell
-2
Closed -$1.18K – 395
2024
Q4 		$1.18K Buy
+2
New +$1.18K ﹤0.01% 611

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New Wave Wealth Advisors's IVV Position: Q3 2026 in Review

New Wave Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q3 2026, buying an estimated $7.63K and bringing the position to 829 shares worth $648K. The position accounts for 0.17% of the portfolio, ranked #121.

New Wave Wealth Advisors first reported a position in IVV in Q4 2024 and has held it in 5 quarters since. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • New Wave Wealth Advisors held 829 shares of iShares Core S&P 500 ETF worth $648K as of Q3 2026.
  • New Wave Wealth Advisors bought 10 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $7.63K.
  • iShares Core S&P 500 ETF made up 0.17% of New Wave Wealth Advisors's portfolio in Q3 2026, its #121 holding.
  • New Wave Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 5 quarters since.
  • 3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on New Wave Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.