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Disclosery

Towercrest Capital Management: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Towercrest Capital Management on IVV, newest first. How the timeline and the estimate are built.

Towercrest Capital Management held 113,426 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,426 shares
    Change vs previous 13F +9,238 shares

    11.84% of the 13F portfolio, value $84,948,848.

    13F-HR 0001633288-26-000003 filed by Towercrest Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 104,188 shares
    Change vs previous 13F +4,849 shares

    10.64% of the 13F portfolio, value $68,277,311.

    13F-HR 0001633288-26-000002 filed by Towercrest Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 99,339 shares
    Change vs previous 13F +2,588 shares

    10.73% of the 13F portfolio, value $68,075,704.

    13F-HR 0001633288-26-000001 filed by Towercrest Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 96,751 shares
    Change vs previous 13F +9,520 shares

    10.39% of the 13F portfolio, value $64,764,782.

    13F-HR 0001633288-25-000005 filed by Towercrest Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 87,231 shares
    Change vs previous 13F +3,117 shares

    9.68% of the 13F portfolio, value $54,209,561.

    13F-HR 0001633288-25-000003 filed by Towercrest Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 84,114 shares
    Change vs previous 13F -29,132 shares

    8.98% of the 13F portfolio, value $47,263,726.

    13F-HR 0001633288-25-000002 filed by Towercrest Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 113,246 shares
    Change vs previous 13F +3,379 shares

    10.77% of the 13F portfolio, value $66,665,380.

    13F-HR 0001633288-25-000001 filed by Towercrest Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 109,867 shares
    Change vs previous 13F not available

    10.21% of the 13F portfolio, value $63,373,510.

    13F-HR 0001633288-24-000004 filed by Towercrest Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).