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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Tower Wealth Partners's IVV Position: Q1 2026 in Review

Tower Wealth Partners sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 452 shares — an estimated $310K sold.

Tower Wealth Partners first reported a position in IVV in Q4 2020 and held it in 10 quarters. The position peaked at $5.17M in Q4 2020. 3,978 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Tower Wealth Partners reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Tower Wealth Partners sold 452 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $310K.
  • Tower Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2020 and held it in 10 quarters.
  • Tower Wealth Partners's iShares Core S&P 500 ETF position peaked at $5.17M in Q4 2020.
  • 3,978 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.