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Piedmont Capital Management (North Carolina)’s iShares Core S&P 500 ETF IVV Stock Holding History

Piedmont Capital Management (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
Q1 		$4.78M Buy
7,325
+4
+0.1% +$2.73K 3.19% 8
2025
Q4 		$5.01M Buy
+7,321
New +$4.97M 3.3% 8

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 $424B AUM 22.96% 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

Piedmont Capital Management (North Carolina)'s IVV Position: Q1 2026 in Review

Piedmont Capital Management (North Carolina) increased its iShares Core S&P 500 ETF (IVV) stake by 0.05% in Q1 2026, buying an estimated $2.73K and bringing the position to 7,325 shares worth $4.78M. The position accounts for 3.19% of the portfolio, ranked #8.

Piedmont Capital Management (North Carolina) first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.01M in Q4 2025. 3,985 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Piedmont Capital Management (North Carolina) held 7,325 shares of iShares Core S&P 500 ETF worth $4.78M as of Q1 2026.
  • Piedmont Capital Management (North Carolina) bought 4 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.73K.
  • iShares Core S&P 500 ETF made up 3.19% of Piedmont Capital Management (North Carolina)'s portfolio in Q1 2026, its #8 holding.
  • Piedmont Capital Management (North Carolina) first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • Piedmont Capital Management (North Carolina)'s iShares Core S&P 500 ETF position peaked at $5.01M in Q4 2025.
  • 3,985 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Piedmont Capital Management (North Carolina)'s 13F filing for Q1 2026, filed 21 Apr 2026.