iShares S&P 500 Index shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Carolina Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $22k | 29 | 748.90 |
| 2023-12-31 | $68k | 142 | 477.63 |
| 2023-09-30 | $61k | 142 | 429.43 |
| 2023-06-30 | $63k | 142 | 445.71 |
| 2023-03-31 | $58k | 142 | 411.08 |
| 2022-12-31 | $55k | 142 | 387.32 |
| 2022-09-30 | $51k | 142 | 359.15 |
| 2022-06-30 | $54k | 142 | 380.28 |
| 2022-03-31 | $64k | 142 | 450.70 |
| 2021-12-31 | $68k | 142 | 478.87 |
| 2021-09-30 | $61k | 142 | 429.58 |
| 2021-06-30 | $61k | 142 | 429.58 |
| 2021-03-31 | $56k | 142 | 394.37 |
| 2020-12-31 | $53k | 142 | 373.24 |