Towerpoint Wealth
IVV icon

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
Q3 		$308K Sell
402
-5
-1% -$3.82K 0.11% 87
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

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Towerpoint Wealth's IVV Position: Q3 2026 in Review

Towerpoint Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q3 2026, selling an estimated $3.82K and leaving 402 shares worth $308K. The position accounts for 0.11% of the portfolio, ranked #87.

Towerpoint Wealth first reported a position in IVV in Q3 2019 and has held it in 18 quarters since. The position peaked at $419K in Q4 2021. 2,000 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Towerpoint Wealth held 402 shares of iShares Core S&P 500 ETF worth $308K as of Q3 2026.
  • Towerpoint Wealth sold 5 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $3.82K.
  • iShares Core S&P 500 ETF made up 0.11% of Towerpoint Wealth's portfolio in Q3 2026, its #87 holding.
  • Towerpoint Wealth first reported a position in iShares Core S&P 500 ETF in Q3 2019 and has held it in 18 quarters since.
  • Towerpoint Wealth's iShares Core S&P 500 ETF position peaked at $419K in Q4 2021.
  • 2,000 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.