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
2026 Q3	$1.14M	Sell	1,483 -5	-0.3%	-$3.82K	0.23%	21
2026 Q2	$1.11M	Sell	1,488 -6	-0.4%	-$4.37K	0.22%	21
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Towneley Capital Management's IVV Position: Q3 2026 in Review

Towneley Capital Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.34% in Q3 2026, selling an estimated $3.82K and leaving 1,483 shares worth $1.14M. The position accounts for 0.23% of the portfolio, ranked #21.

Towneley Capital Management first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.33M in Q1 2024. 3,416 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Towneley Capital Management held 1,483 shares of iShares Core S&P 500 ETF worth $1.14M as of Q3 2026.
Towneley Capital Management sold 5 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $3.82K.
iShares Core S&P 500 ETF made up 0.23% of Towneley Capital Management's portfolio in Q3 2026, its #21 holding.
Towneley Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
Towneley Capital Management's iShares Core S&P 500 ETF position peaked at $1.33M in Q1 2024.
3,416 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Towneley Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.