Towneley Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$976K Buy
1,494
+3
+0.2% +$2.05K 0.2% 22
2025
Q4
$1.02M Sell
1,491
-41
-3% -$27.8K 0.22% 19
2025
Q3
$1.03M Buy
1,532
+2
+0.1% +$1.29K 0.22% 20
2025
Q2
$950K Sell
1,530
-150
-9% -$86.1K 0.22% 19
2025
Q1
$944K Sell
1,680
-2
-0.1% -$1.18K 0.22% 21
2024
Q4
$990K Sell
1,682
-124
-7% -$73.4K 0.24% 25
2024
Q3
$1.04M Sell
1,806
-200
-10% -$111K 0.24% 23
2024
Q2
$1.1M Sell
2,006
-517
-20% -$272K 0.26% 24
2024
Q1
$1.33M Buy
2,523
+5
+0.2% +$2.5K 0.33% 22
2023
Q4
$1.2M Buy
+2,518
New +$1.13M 0.31% 23

Other funds holding IVV

Towneley Capital Management's IVV Position: Q1 2026 in Review

Towneley Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.2% in Q1 2026, buying an estimated $2.05K and bringing the position to 1,494 shares worth $976K. The position accounts for 0.2% of the portfolio, ranked #22.

Towneley Capital Management first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.33M in Q1 2024. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Towneley Capital Management held 1,494 shares of iShares Core S&P 500 ETF worth $976K as of Q1 2026.
  • Towneley Capital Management bought 3 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.05K.
  • iShares Core S&P 500 ETF made up 0.2% of Towneley Capital Management's portfolio in Q1 2026, its #22 holding.
  • Towneley Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
  • Towneley Capital Management's iShares Core S&P 500 ETF position peaked at $1.33M in Q1 2024.
  • 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Towneley Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.