Triad Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Triad Financial Advisors’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
2023 Q3	$632K	Sell	1,471 -101	-6%	-$45.2K	0.22%	44
2023 Q2	$701K	Hold	1,572	–	–	0.29%	39
2023 Q1	$646K	Sell	1,572 -183	-10%	-$73.4K	0.28%	40
2022 Q4	$674K	Buy	1,755 +531	+43%	+$205K	0.3%	42
2022 Q3	$439K	Hold	1,224	–	–	0.24%	48
2022 Q2	$464K	Hold	1,224	–	–	0.26%	46
2022 Q1	$555K	Hold	1,224	–	–	0.3%	43
2021 Q4	$584K	Buy	+1,224	New	+$564K	0.35%	44

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Triad Financial Advisors's IVV Position: Q3 2023 in Review

Triad Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 6.4% in Q3 2023, selling an estimated $45.2K and leaving 1,471 shares worth $632K. The position accounts for 0.22% of the portfolio, ranked #44.

Triad Financial Advisors first reported a position in IVV in Q4 2021 and has held it in 8 quarters since. The position peaked at $701K in Q2 2023. 2,742 funds tracked by Wall St. Rank hold IVV as of Q3 2023.

Triad Financial Advisors held 1,471 shares of iShares Core S&P 500 ETF worth $632K as of Q3 2023.
Triad Financial Advisors sold 101 iShares Core S&P 500 ETF shares in Q3 2023, an estimated $45.2K.
iShares Core S&P 500 ETF made up 0.22% of Triad Financial Advisors's portfolio in Q3 2023, its #44 holding.
Triad Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's iShares Core S&P 500 ETF position peaked at $701K in Q2 2023.
2,742 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.