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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$37.8M	Sell	552,859 -6,058	-1%	-$429K	13.32%	2
2023 Q2	$39.4M	Buy	558,917 +8,698	+2%	+$575K	16.17%	2
2023 Q1	$35.2M	Buy	550,219 +27,452	+5%	+$1.68M	15.3%	2
2022 Q4	$30.6M	Buy	522,767 +56,642	+12%	+$3.4M	13.64%	2
2022 Q3	$27M	Buy	466,125 +51,563	+12%	+$3.35M	14.66%	2
2022 Q2	$25M	Buy	414,562 +155,978	+60%	+$10.3M	13.86%	3
2022 Q1	$19.8M	Buy	258,584 +182,777	+241%	+$13.7M	10.56%	3
2021 Q4	$6.34M	Buy	+75,807	New	+$6.11M	3.76%	6

Other funds holding IVW

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Triad Financial Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.1% in Q3 2023, selling an estimated $429K and leaving 552,859 shares worth $37.8M. The position accounts for 13.32% of the portfolio, ranked #2.

Triad Financial Advisors first reported a position in IVW in Q4 2021 and has held it in 8 quarters since. The position peaked at $39.4M in Q2 2023. 1,405 funds tracked by Wall St. Rank hold IVW as of Q3 2023.

Triad Financial Advisors held 552,859 shares of iShares S&P 500 Growth ETF worth $37.8M as of Q3 2023.
Triad Financial Advisors sold 6,058 iShares S&P 500 Growth ETF shares in Q3 2023, an estimated $429K.
iShares S&P 500 Growth ETF made up 13.32% of Triad Financial Advisors's portfolio in Q3 2023, its #2 holding.
Triad Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's iShares S&P 500 Growth ETF position peaked at $39.4M in Q2 2023.
1,405 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2023.

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