Old North State Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Old North State Wealth Management's IVV Position: Q2 2026 in Review
Old North State Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 16% in Q2 2026, selling an estimated $66.3K and leaving 484 shares worth $365K. The position accounts for 0.16% of the portfolio, ranked #92.
Old North State Wealth Management first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $417K in Q4 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Old North State Wealth Management held 484 shares of iShares Core S&P 500 ETF worth $365K as of Q2 2026.
- Old North State Wealth Management sold 91 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $66.3K.
- iShares Core S&P 500 ETF made up 0.16% of Old North State Wealth Management's portfolio in Q2 2026, its #92 holding.
- Old North State Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
- Old North State Wealth Management's iShares Core S&P 500 ETF position peaked at $417K in Q4 2025.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.