Triad Wealth Partners
IVV icon

Triad Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Triad Wealth Partners’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
2026
Q3 		$12.6M Buy
16,432
+855
+5% +$652K 0.7% 25
2026
Q2 		$11.9M Buy
15,577
+5,137
+49% +$3.74M 0.7% 27
2026
Q1 		$6.82M Buy
10,440
+2,923
+39% +$2M 0.54% 41
2025
Q4 		$5.15M Buy
7,517
+2,475
+49% +$1.68M 0.49% 48
2025
Q3 		$3.37M Buy
5,042
+1,951
+63% +$1.26M 0.44% 50
2025
Q2 		$1.92M Buy
3,091
+80
+3% +$45.9K 0.39% 53
2025
Q1 		$1.69M Buy
3,011
+57
+2% +$33.7K 0.53% 39
2024
Q4 		$1.74M Buy
+2,954
New +$1.75M 0.63% 37
2024
Q3 		– Sell
-3,041
Closed -$1.66M – 469
2024
Q2 		$1.66M Buy
+3,041
New +$1.6M 0.87% 21

Other funds holding IVV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Triad Wealth Partners's IVV Position: Q3 2026 in Review

Triad Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 5.5% in Q3 2026, buying an estimated $652K and bringing the position to 16,432 shares worth $12.6M. The position accounts for 0.7% of the portfolio, ranked #25.

Triad Wealth Partners first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. 3,755 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Triad Wealth Partners held 16,432 shares of iShares Core S&P 500 ETF worth $12.6M as of Q3 2026.
  • Triad Wealth Partners bought 855 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $652K.
  • iShares Core S&P 500 ETF made up 0.7% of Triad Wealth Partners's portfolio in Q3 2026, its #25 holding.
  • Triad Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
  • 3,755 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.