Triad Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Triad Financial Advisors’s Portfolio IVW Stock Details IVW Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$37.8M	Sell
2023 Q2	$39.4M	Buy
2023 Q1	$35.2M	Buy
2022 Q4	$30.6M	Buy
2022 Q3	$27M	Buy
2022 Q2	$25M	Buy
2022 Q1	$19.8M	Buy
2021 Q4	$6.34M	Buy