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

Tower Wealth Partners’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 Q3	$303K	Buy
2025 Q2	$272K	Hold
2025 Q1	$246K	Buy
2022 Q2	–	Sell
2022 Q1	$1.2M	Sell
2021 Q4	$1.3M	Buy
2021 Q3	$1.17M	Buy
2021 Q2	$1.14M	Sell
2021 Q1	$1.1M	Sell
2020 Q4	$5.17M	Buy