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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$25.5M Buy
2025
Q2
$19.2M Sell
2025
Q1
$17.1M Buy
2024
Q4
$15.7M Buy
2024
Q3
$5.96M Buy
2024
Q2
$57.3K Buy