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iShares S&P 500 Index shares owned by New Wave Wealth Advisors

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

Historical chart of New Wave Wealth 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 Wave Wealth 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 Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $291k 425 684.94
2024-12-31 $1.2k 2 588.50

More positions owned by New Wave Wealth Advisors

Wal-Mart Stores (WMT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Europe Etf (IEV)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Select Sector Spdr Tr State Street Tec (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci India Etf (INDA)
Select Sector Spdr Tr State Street Fin (XLF)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr State Street Ind (XLI)
Ishares Msci Emrg Chn (EMXC)
Tyson Foods Cl A (TSN)

View all positions for New Wave Wealth Advisors

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index