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Tower Bridge Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Tower Bridge Advisors’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
Q2 		$2.45M Hold
3,266
– – 0.22% 93
2026
Q1 		$2.13M Buy
+3,266
New +$2.23M 0.21% 90
2022
Q2 		– Sell
-1,713
Closed -$777K – 252
2022
Q1 		$777K Buy
1,713
+342
+25% +$153K 0.05% 171
2021
Q4 		$654K Hold
1,371
– – 0.04% 184
2021
Q3 		$591K Hold
1,371
– – 0.04% 187
2021
Q2 		$589K Hold
1,371
– – 0.04% 181
2021
Q1 		$545K Hold
1,371
– – 0.04% 176
2020
Q4 		$515K Buy
1,371
+93
+7% +$33.1K 0.04% 173
2020
Q3 		$429K Sell
1,278
-866
-40% -$288K 0.04% 141
2020
Q2 		$664K Hold
2,144
– – 0.07% 123
2020
Q1 		$554K Hold
2,144
– – 0.07% 126
2019
Q4 		$693K Sell
2,144
-2,351
-52% -$728K 0.07% 135
2019
Q3 		$1.4M Hold
4,495
– – 0.15% 112
2019
Q2 		$1.32M Buy
4,495
+1,044
+30% +$303K 0.15% 109
2019
Q1 		$982K Buy
3,451
+12
+0.3% +$3.28K 0.11% 118
2018
Q4 		$865K Buy
3,439
+24
+0.7% +$6.52K 0.11% 119
2018
Q3 		$1,000K Buy
3,415
+2,311
+209% +$663K 0.1% 120
2018
Q2 		$301K Sell
1,104
-50
-4% -$13.6K 0.03% 167
2018
Q1 		$306K Sell
1,154
-50
-4% -$13.8K 0.03% 164
2017
Q4 		$324K Buy
+1,204
New +$315K 0.03% 170

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Tower Bridge Advisors's IVV Position: Q2 2026 in Review

Tower Bridge Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 3,266 shares worth $2.45M. The position accounts for 0.22% of the portfolio, ranked #93.

Tower Bridge Advisors first reported a position in IVV in Q4 2017 and has held it in 20 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Tower Bridge Advisors held 3,266 shares of iShares Core S&P 500 ETF worth $2.45M as of Q2 2026.
  • Tower Bridge Advisors left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.22% of Tower Bridge Advisors's portfolio in Q2 2026, its #93 holding.
  • Tower Bridge Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 20 quarters since.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Tower Bridge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.