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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Carson Advisory's IVV Position: Q1 2026 in Review

Carson Advisory increased its iShares Core S&P 500 ETF (IVV) stake by 3.6% in Q1 2026, buying an estimated $14.3K and bringing the position to 612 shares worth $400K. The position accounts for 0.21% of the portfolio, ranked #101.

Carson Advisory first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $753K in Q3 2024. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Carson Advisory held 612 shares of iShares Core S&P 500 ETF worth $400K as of Q1 2026.
  • Carson Advisory bought 21 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $14.3K.
  • iShares Core S&P 500 ETF made up 0.21% of Carson Advisory's portfolio in Q1 2026, its #101 holding.
  • Carson Advisory first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's iShares Core S&P 500 ETF position peaked at $753K in Q3 2024.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.