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
2026 Q2	$270K	Buy	+360	New	+$262K	0.13%	78
2026 Q1	–	Sell	-452	Closed	-$310K	–	95
2025 Q4	$310K	Hold	452	–	–	0.17%	63
2025 Q3	$303K	Buy	452 +14	+3%	+$9.02K	0.17%	62
2025 Q2	$272K	Hold	438	–	–	0.16%	66
2025 Q1	$246K	Buy	+438	New	+$259K	0.13%	68
2022 Q2	–	Sell	-2,647	Closed	-$1.2M	–	50
2022 Q1	$1.2M	Sell	2,647 -80	-3%	-$35.8K	1.3%	12
2021 Q4	$1.3M	Buy	2,727 +7	+0.3%	+$3.23K	1.32%	12
2021 Q3	$1.17M	Buy	2,720 +73	+3%	+$32.3K	1.24%	12
2021 Q2	$1.14M	Sell	2,647 -116	-4%	-$48.6K	1.25%	13
2021 Q1	$1.1M	Sell	2,763 -11,005	-80%	-$4.26M	1.42%	13
2020 Q4	$5.17M	Buy	+13,768	New	+$4.9M	5.92%	7

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Tower Wealth Partners's IVV Position: Q2 2026 in Review

Tower Wealth Partners opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 360 shares worth $270K. The stake represents 0.13% of the portfolio and ranks #78 among its holdings. This is a return to the name: Tower Wealth Partners previously reported a position in IVV as recently as Q4 2025.

Tower Wealth Partners first reported a position in IVV in Q4 2020 and has held it in 11 quarters since. The position peaked at $5.17M in Q4 2020. 4,112 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Tower Wealth Partners held 360 shares of iShares Core S&P 500 ETF worth $270K as of Q2 2026.
iShares Core S&P 500 ETF was a new Tower Wealth Partners position in Q2 2026.
iShares Core S&P 500 ETF made up 0.13% of Tower Wealth Partners's portfolio in Q2 2026, its #78 holding.
Tower Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 11 quarters since.
Tower Wealth Partners's iShares Core S&P 500 ETF position peaked at $5.17M in Q4 2020.
4,112 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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