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Carson Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

Carson Advisory’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 		$459K Hold
612
– – 0.21% 102
2026
Q1 		$400K Buy
612
+21
+4% +$14.3K 0.21% 101
2025
Q4 		$405K Sell
591
-17
-3% -$11.5K 0.21% 96
2025
Q3 		$407K Buy
608
+12
+2% +$7.73K 0.22% 95
2025
Q2 		$370K Sell
596
-45
-7% -$25.8K 0.24% 100
2025
Q1 		$360K Hold
641
– – 0.24% 100
2024
Q4 		$377K Sell
641
-664
-51% -$393K 0.26% 90
2024
Q3 		$753K Buy
1,305
+12
+0.9% +$6.67K 0.47% 63
2024
Q2 		$707K Sell
1,293
-123
-9% -$64.7K 0.5% 64
2024
Q1 		$745K Buy
1,416
+39
+3% +$19.5K 0.52% 55
2023
Q4 		$658K Sell
1,377
-161
-10% -$72.1K 0.51% 63
2023
Q3 		$660K Sell
1,538
-20
-1% -$8.95K 0.58% 55
2023
Q2 		$694K Sell
1,558
-70
-4% -$29.5K 0.59% 53
2023
Q1 		$669K Sell
1,628
-8
-0.5% -$3.21K 0.59% 54
2022
Q4 		$629K Sell
1,636
-7
-0.4% -$2.7K 0.6% 48
2022
Q3 		$589K Buy
1,643
+31
+2% +$12.4K 0.65% 52
2022
Q2 		$611K Buy
1,612
+29
+2% +$11.9K 0.68% 44
2022
Q1 		$718K Buy
1,583
+222
+16% +$99.3K 0.71% 40
2021
Q4 		$649K Buy
+1,361
New +$627K 0.66% 45

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Carson Advisory's IVV Position: Q2 2026 in Review

Carson Advisory held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 612 shares worth $459K. The position accounts for 0.21% of the portfolio, ranked #102.

Carson Advisory first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $753K in Q3 2024. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Carson Advisory held 612 shares of iShares Core S&P 500 ETF worth $459K as of Q2 2026.
  • Carson Advisory left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.21% of Carson Advisory's portfolio in Q2 2026, its #102 holding.
  • Carson Advisory first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • Carson Advisory's iShares Core S&P 500 ETF position peaked at $753K in Q3 2024.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.