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

Carolina 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	$21.7K	Buy	+29	New	+$21.1K	0.01%	153
2024 Q1	–	Sell	-142	Closed	-$67.8K	–	237
2023 Q4	$67.8K	Hold	142	–	–	0.04%	102
2023 Q3	$61K	Hold	142	–	–	0.03%	116
2023 Q2	$63.3K	Hold	142	–	–	0.04%	95
2023 Q1	$58.4K	Hold	142	–	–	0.03%	102
2022 Q4	$55K	Hold	142	–	–	0.03%	94
2022 Q3	$51K	Hold	142	–	–	0.04%	96
2022 Q2	$54K	Hold	142	–	–	0.04%	113
2022 Q1	$64K	Hold	142	–	–	0.04%	116
2021 Q4	$68K	Hold	142	–	–	0.04%	123
2021 Q3	$61K	Hold	142	–	–	0.04%	124
2021 Q2	$61K	Hold	142	–	–	0.04%	127
2021 Q1	$56K	Hold	142	–	–	0.04%	130
2020 Q4	$53K	Buy	+142	New	+$50.5K	0.04%	72

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Carolina Wealth Advisors's IVV Position: Q2 2026 in Review

Carolina Wealth Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 29 shares worth $21.7K. The stake represents 0.01% of the portfolio and ranks #153 among its holdings. This is a return to the name: Carolina Wealth Advisors previously reported a position in IVV as recently as Q4 2023.

Carolina Wealth Advisors first reported a position in IVV in Q4 2020 and has held it in 14 quarters since. The position peaked at $68K in Q4 2021. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Carolina Wealth Advisors held 29 shares of iShares Core S&P 500 ETF worth $21.7K as of Q2 2026.
iShares Core S&P 500 ETF was a new Carolina Wealth Advisors position in Q2 2026.
iShares Core S&P 500 ETF made up 0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #153 holding.
Carolina Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 14 quarters since.
Carolina Wealth Advisors's iShares Core S&P 500 ETF position peaked at $68K in Q4 2021.
853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.