Ownership history in Towercrest Capital Management · 45 quarters on record
This page tracks every 13F SEC filing in which Towercrest Capital Management reported a position in ISHARES CORE S&P 500 ETF (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 99,339 | +2,588 | +2.7% | 10.73% | $68.1M | $683.12 |
| 2025 Q3 | ADDED | 96,751 | +9,520 | +10.9% | 10.39% | $64.8M | $665.17 |
| 2025 Q2 | ADDED | 87,231 | +3,117 | +3.7% | 9.68% | $54.2M | $615.21 |
| 2025 Q1 | REDUCED | 84,114 | -29,132 | -25.7% | 8.98% | $47.3M | $555.02 |
As of 2025 Q4 — sorted by position size