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

Towerpoint Wealth’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	$305K	Buy	407 +51	+14%	+$37.1K	0.11%	90
2026 Q1	$233K	Sell	356 -16	-4%	-$10.9K	0.09%	83
2025 Q4	$255K	Buy	372 +45	+14%	+$30.6K	0.1%	81
2025 Q3	$219K	Sell	327 -1	-0.3%	-$644	0.09%	85
2025 Q2	$203K	Buy	+328	New	+$188K	0.09%	90
2024 Q2	–	Sell	-658	Closed	-$346K	–	83
2024 Q1	$346K	Buy	+658	New	+$329K	0.17%	59
2022 Q2	–	Sell	-442	Closed	-$201K	–	91
2022 Q1	$201K	Sell	442 -437	-50%	-$195K	0.1%	86
2021 Q4	$419K	Buy	879 +3	+0.3%	+$1.38K	0.2%	55
2021 Q3	$377K	Buy	876 +165	+23%	+$73.1K	0.19%	54
2021 Q2	$306K	Buy	711 +16	+2%	+$6.7K	0.15%	63
2021 Q1	$277K	Hold	695	–	–	0.13%	65
2020 Q4	$261K	Buy	695 +2	+0.3%	+$712	0.13%	60
2020 Q3	$233K	Sell	693 -183	-21%	-$60.9K	0.13%	57
2020 Q2	$271K	Buy	876 +5	+0.6%	+$1.47K	0.17%	48
2020 Q1	$225K	Buy	871 +126	+17%	+$38.6K	0.18%	48
2019 Q4	$241K	Buy	745 +470	+171%	+$145K	0.16%	49
2019 Q3	$82K	Buy	+275	New	+$81.7K	0.06%	60

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Towerpoint Wealth's IVV Position: Q2 2026 in Review

Towerpoint Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 14% in Q2 2026, buying an estimated $37.1K and bringing the position to 407 shares worth $305K. The position accounts for 0.11% of the portfolio, ranked #90.

Towerpoint Wealth first reported a position in IVV in Q3 2019 and has held it in 17 quarters since. The position peaked at $419K in Q4 2021. 1,812 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Towerpoint Wealth held 407 shares of iShares Core S&P 500 ETF worth $305K as of Q2 2026.
Towerpoint Wealth bought 51 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $37.1K.
iShares Core S&P 500 ETF made up 0.11% of Towerpoint Wealth's portfolio in Q2 2026, its #90 holding.
Towerpoint Wealth first reported a position in iShares Core S&P 500 ETF in Q3 2019 and has held it in 17 quarters since.
Towerpoint Wealth's iShares Core S&P 500 ETF position peaked at $419K in Q4 2021.
1,812 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.