Carolina Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Carolina Wealth Advisors’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-290	Closed	-$35.7K	–	306
2025 Q4	$35.7K	Buy	+290	New	+$35.5K	0.02%	135
2024 Q1	–	Sell	-932	Closed	-$70K	–	238
2023 Q4	$70K	Hold	932	–	–	0.04%	99
2023 Q3	$63.8K	Hold	932	–	–	0.04%	114
2023 Q2	$65.7K	Hold	932	–	–	0.04%	93
2023 Q1	$59.5K	Hold	932	–	–	0.03%	101
2022 Q4	$55K	Hold	932	–	–	0.03%	95
2022 Q3	$54K	Hold	932	–	–	0.04%	92
2022 Q2	$56K	Hold	932	–	–	0.04%	112
2022 Q1	$71K	Hold	932	–	–	0.04%	110
2021 Q4	$78K	Hold	932	–	–	0.04%	116
2021 Q3	$69K	Hold	932	–	–	0.05%	118
2021 Q2	$68K	Hold	932	–	–	0.05%	125
2021 Q1	$61K	Hold	932	–	–	0.04%	127
2020 Q4	$59K	Buy	+932	New	+$56.5K	0.05%	69

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Carolina Wealth Advisors's IVW Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 290 shares — an estimated $35.7K sold.

Carolina Wealth Advisors first reported a position in IVW in Q4 2020 and held it in 14 quarters. The position peaked at $78K in Q4 2021. 2,052 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Carolina Wealth Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
Carolina Wealth Advisors sold 290 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $35.7K.
Carolina Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and held it in 14 quarters.
Carolina Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $78K in Q4 2021.
2,052 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.