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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$19.2M	Sell	174,383 -9,622	-5%	-$1.06M	3.88%	2
2025 Q1	$17.1M	Buy	184,005 +29,238	+19%	+$2.71M	5.31%	2
2024 Q4	$15.7M	Buy	154,767 +92,552	+149%	+$9.4M	5.67%	3
2024 Q3	$5.96M	Buy	62,215 +61,596	+9,951%	+$5.9M	3.17%	8
2024 Q2	$57.3K	Buy	+619	New	+$57.3K	0.03%	209