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

Tower View 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
2026
Q2 		$33K Hold
44
– – 0.01% 114
2026
Q1 		$28.7K Hold
44
– – 0.01% 112
2025
Q4 		$30K Sell
44
-18
-29% -$12.2K 0.01% 98
2025
Q3 		$41.4K Sell
62
-7
-10% -$4.51K 0.02% 89
2025
Q2 		$42.7K Hold
69
– – 0.02% 101
2025
Q1 		$38.5K Buy
69
+1
+1% +$591 0.02% 84
2024
Q4 		$40.2K Buy
68
+25
+58% +$14.8K 0.02% 87
2024
Q3 		$24.9K Hold
43
– – 0.01% 102
2024
Q2 		$23.5K Buy
43
+3
+8% +$1.58K 0.01% 101
2024
Q1 		$21K Hold
40
– – 0.01% 107
2023
Q4 		$19K Buy
40
+1
+3% +$448 0.01% 105
2023
Q3 		$17K Buy
39
+1
+3% +$447 0.01% 105
2023
Q2 		$17K Hold
38
– – 0.01% 102
2023
Q1 		$16K Hold
38
– – 0.01% 104
2022
Q4 		$15K Hold
38
– – 0.01% 107
2022
Q3 		$14K Hold
38
– – 0.01% 109
2022
Q2 		$14K Hold
38
– – 0.01% 106
2022
Q1 		$17K Buy
38
+1
+3% +$447 0.01% 133
2021
Q4 		$18K Hold
37
– – 0.01% 135
2021
Q3 		$16K Hold
37
– – 0.01% 148
2021
Q2 		$16K Hold
37
– – 0.01% 113
2021
Q1 		$15K Hold
37
– – 0.01% 119
2020
Q4 		$14K Buy
37
+3
+9% +$1.07K 0.01% 118
2020
Q3 		$11K Hold
34
– – 0.01% 103
2020
Q2 		$11K Buy
+34
New +$9.98K 0.01% 98
2020
Q1 		– Sell
-404
Closed -$131K – 124
2019
Q4 		$131K Hold
404
– – 0.1% 68
2019
Q3 		$121K Buy
+404
New +$120K 0.1% 66

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Tower View Wealth Management's IVV Position: Q2 2026 in Review

Tower View Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 44 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #114.

Tower View Wealth Management first reported a position in IVV in Q3 2019 and has held it in 27 quarters since. The position peaked at $131K in Q4 2019. 1,812 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Tower View Wealth Management held 44 shares of iShares Core S&P 500 ETF worth $33K as of Q2 2026.
  • Tower View Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.01% of Tower View Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Tower View Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2019 and has held it in 27 quarters since.
  • Tower View Wealth Management's iShares Core S&P 500 ETF position peaked at $131K in Q4 2019.
  • 1,812 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.