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Crowley Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Crowley Wealth Management’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
2025
Q4 		– Sell
-689
Closed -$461K – 180
2025
Q3 		$461K Buy
689
+243
+54% +$157K 0.37% 49
2025
Q2 		$277K Buy
446
+280
+169% +$161K 0.25% 57
2025
Q1 		$93.3K Hold
166
– – 0.09% 102
2024
Q4 		$97.7K Buy
+166
New +$98.3K 0.09% 104

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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Crowley Wealth Management's IVV Position: Q4 2025 in Review

Crowley Wealth Management sold out of iShares Core S&P 500 ETF (IVV) in Q4 2025, closing a stake of 689 shares — an estimated $461K sold.

Crowley Wealth Management first reported a position in IVV in Q4 2024 and held it in 4 quarters. The position peaked at $461K in Q3 2025. 3,999 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • Crowley Wealth Management reported no remaining iShares Core S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 689 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $461K.
  • Crowley Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's iShares Core S&P 500 ETF position peaked at $461K in Q3 2025.
  • 3,999 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.