Triad Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Triad Wealth Partners’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
2026 Q2	$96.5M	Buy	697,889 +227,669	+48%	+$30.1M	5.69%	3
2026 Q1	$53.2M	Buy	470,220 +200,115	+74%	+$24.1M	4.22%	3
2025 Q4	$33.3M	Buy	270,105 +59,230	+28%	+$7.25M	3.16%	5
2025 Q3	$25.5M	Buy	210,875 +36,492	+21%	+$4.2M	3.28%	4
2025 Q2	$19.2M	Sell	174,383 -9,622	-5%	-$952K	3.88%	2
2025 Q1	$17.1M	Buy	184,005 +29,238	+19%	+$2.95M	5.31%	2
2024 Q4	$15.7M	Buy	154,767 +92,552	+149%	+$9.23M	5.67%	3
2024 Q3	$5.96M	Buy	62,215 +61,596	+9,951%	+$5.69M	3.17%	8
2024 Q2	$57.3K	Buy	+619	New	+$53.4K	0.03%	209

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Triad Wealth Partners's IVW Position: Q2 2026 in Review

Triad Wealth Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 48% in Q2 2026, buying an estimated $30.1M and bringing the position to 697,889 shares worth $96.5M. The position accounts for 5.69% of the portfolio, ranked #3.

Triad Wealth Partners first reported a position in IVW in Q2 2024 and has held it in 9 quarters since. 2,130 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Triad Wealth Partners held 697,889 shares of iShares S&P 500 Growth ETF worth $96.5M as of Q2 2026.
Triad Wealth Partners bought 227,669 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $30.1M.
iShares S&P 500 Growth ETF made up 5.69% of Triad Wealth Partners's portfolio in Q2 2026, its #3 holding.
Triad Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,130 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.