IVC Wealth Advisors
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IVC Wealth Advisors’s Crown Castle CCI Stock Holding History

IVC Wealth Advisors’s Portfolio CCI Stock Details CCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$336K Sell
5,045
-2,495
-33% -$187K 0.13% 121
2026
Q2 		$571K Sell
7,540
-617
-8% -$54.2K 0.22% 81
2026
Q1 		$663K Sell
8,157
-483
-6% -$41.6K 0.29% 67
2025
Q4 		$768K Sell
8,640
-665
-7% -$61.2K 0.33% 57
2025
Q3 		$898K Buy
9,305
+317
+4% +$32.1K 0.4% 48
2025
Q2 		$923K Buy
8,988
+298
+3% +$30.2K 0.45% 45
2025
Q1 		$906K Buy
8,690
+488
+6% +$45.6K 0.49% 47
2024
Q4 		$744K Buy
8,202
+1,315
+19% +$137K 0.42% 52
2024
Q3 		$817K Buy
6,887
+290
+4% +$31.9K 0.45% 50
2024
Q2 		$645K Buy
6,597
+2,516
+62% +$248K 0.36% 63
2024
Q1 		$432K Buy
+4,081
New +$444K 0.25% 93

Other funds holding CCI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

IVC Wealth Advisors's CCI Position: Q3 2026 in Review

IVC Wealth Advisors reduced its Crown Castle (CCI) stake by 33% in Q3 2026, selling an estimated $187K and leaving 5,045 shares worth $336K. The position accounts for 0.13% of the portfolio, ranked #121.

IVC Wealth Advisors first reported a position in CCI in Q1 2024 and has held it in 11 quarters since. The position peaked at $923K in Q2 2025. 764 funds tracked by Wall St. Rank hold CCI as of Q3 2026.

  • IVC Wealth Advisors held 5,045 shares of Crown Castle worth $336K as of Q3 2026.
  • IVC Wealth Advisors sold 2,495 Crown Castle shares in Q3 2026, an estimated $187K.
  • Crown Castle made up 0.13% of IVC Wealth Advisors's portfolio in Q3 2026, its #121 holding.
  • IVC Wealth Advisors first reported a position in Crown Castle in Q1 2024 and has held it in 11 quarters since.
  • IVC Wealth Advisors's Crown Castle position peaked at $923K in Q2 2025.
  • 764 funds tracked by Wall St. Rank held Crown Castle as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.