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

Laurel Wealth Advisors (North Carolina)’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	$2.28M	Buy	3,043 +149	+5%	+$109K	0.22%	78
2026 Q1	$2.14M	Buy	2,894 +79	+3%	+$53.9K	0.21%	84
2025 Q4	$1.93M	Sell	2,815 -1,516	-35%	-$1.03M	0.25%	87
2025 Q3	$2.9M	Sell	4,331 -96	-2%	-$61.8K	0.41%	65
2025 Q2	$2.75M	Buy	4,427 +83	+2%	+$47.7K	0.41%	64
2025 Q1	$2.44M	Sell	4,344 -2	-0%	-$1.18K	0.38%	66
2024 Q4	$2.56M	Buy	4,346 +55	+1%	+$32.6K	0.4%	64
2024 Q3	$2.47M	Sell	4,291 -116	-3%	-$64.5K	0.39%	66
2024 Q2	$2.41M	Sell	4,407 -167	-4%	-$87.8K	0.42%	64
2024 Q1	$2.4M	Sell	4,574 -56	-1%	-$28K	0.41%	66
2023 Q4	$2.21M	Sell	4,630 -41	-0.9%	-$18.4K	0.42%	65
2023 Q3	$2.01M	Buy	4,671 +77	+2%	+$34.4K	0.42%	67
2023 Q2	$2.05M	Sell	4,594 -20	-0.4%	-$8.43K	0.41%	69
2023 Q1	$1.9M	Buy	4,614 +88	+2%	+$35.3K	0.4%	70
2022 Q4	$1.74M	Buy	4,526 +131	+3%	+$50.6K	0.39%	66
2022 Q3	$1.58M	Buy	4,395 +454	+12%	+$181K	0.39%	70
2022 Q2	$1.49M	Buy	3,941 +131	+3%	+$53.9K	0.36%	72
2022 Q1	$1.73M	Buy	3,810 +903	+31%	+$404K	0.36%	71
2021 Q4	$1.39M	Buy	2,907 +106	+4%	+$48.9K	0.28%	81
2021 Q3	$1.21M	Buy	2,801 +55	+2%	+$24.4K	0.27%	81
2021 Q2	$1.18M	Buy	2,746 +1,455	+113%	+$610K	0.25%	84
2021 Q1	$514K	Buy	1,291 +145	+13%	+$56.1K	0.12%	114
2020 Q4	$430K	Buy	1,146 +4	+0.4%	+$1.42K	0.11%	120
2020 Q3	$384K	Buy	1,142 +104	+10%	+$34.6K	0.11%	116
2020 Q2	$322K	Buy	1,038 +8	+0.8%	+$2.35K	0.11%	117
2020 Q1	$266K	Buy	1,030 +38	+4%	+$11.6K	0.1%	119
2019 Q4	$321K	Sell	992 -38	-4%	-$11.8K	0.1%	125
2019 Q3	$307K	Buy	1,030 +11	+1%	+$3.27K	0.1%	124
2019 Q2	$300K	Buy	1,019 +12	+1%	+$3.48K	0.11%	124
2019 Q1	$286K	Sell	1,007 -88	-8%	-$24.1K	0.1%	125
2018 Q4	$276K	Buy	+1,095	New	+$297K	0.11%	120

Other funds holding IVV

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

Laurel Wealth Advisors (North Carolina)'s IVV Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its iShares Core S&P 500 ETF (IVV) stake by 5.1% in Q2 2026, buying an estimated $109K and bringing the position to 3,043 shares worth $2.28M. The position accounts for 0.22% of the portfolio, ranked #78.

Laurel Wealth Advisors (North Carolina) first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.9M in Q3 2025. 903 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 3,043 shares of iShares Core S&P 500 ETF worth $2.28M as of Q2 2026.
Laurel Wealth Advisors (North Carolina) bought 149 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $109K.
iShares Core S&P 500 ETF made up 0.22% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #78 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
Laurel Wealth Advisors (North Carolina)'s iShares Core S&P 500 ETF position peaked at $2.9M in Q3 2025.
903 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.