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

Towneley Capital Management’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
2025 Q3	$1.03M	Buy
2025 Q2	$950K	Sell
2025 Q1	$944K	Sell
2024 Q4	$990K	Sell
2024 Q3	$1.04M	Sell
2024 Q2	$1.1M	Sell
2024 Q1	$1.33M	Buy
2023 Q4	$1.2M	Buy