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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Triad Wealth Partners's IVV Position: Q1 2026 in Review

Triad Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 39% in Q1 2026, buying an estimated $2M and bringing the position to 10,440 shares worth $6.82M. The position accounts for 0.54% of the portfolio, ranked #41.

Triad Wealth Partners first reported a position in IVV in Q2 2024 and has held it in 7 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Triad Wealth Partners held 10,440 shares of iShares Core S&P 500 ETF worth $6.82M as of Q1 2026.
Triad Wealth Partners bought 2,923 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2M.
iShares Core S&P 500 ETF made up 0.54% of Triad Wealth Partners's portfolio in Q1 2026, its #41 holding.
Triad Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 7 quarters since.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.