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iShares S&P 500 Index shares owned by New Age Alpha Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by New Age Alpha Advisors from 13F filings

Historical chart of New Age Alpha Advisors investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by New Age Alpha Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by New Age Alpha Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.8M 10k 669.30
2025-06-30 $6.5M 11k 620.90
2025-03-31 $6.1M 11k 561.90
2024-12-31 $3.7M 6.3k 588.68

More positions owned by New Age Alpha Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Chubb (CB)
Welltower Inc Com reit (WELL)
Exxon Mobil Corporation (XOM)
Tesla Motors (TSLA)
Simon Property (SPG)

View all positions for New Age Alpha Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index