Trifecta Capital Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Trifecta Capital Advisors’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 Q1	–	Sell	-220	Closed	-$27.1K	–	284
2025 Q4	$27.1K	Hold	220	–	–	﹤0.01%	188
2025 Q3	$26.6K	Hold	220	–	–	﹤0.01%	196
2025 Q2	$24.2K	Hold	220	–	–	﹤0.01%	207
2025 Q1	$20.4K	Sell	220 -2	-0.9%	-$202	﹤0.01%	184
2024 Q4	$22.5K	Sell	222 -311	-58%	-$31K	﹤0.01%	184
2024 Q3	$51K	Hold	533	–	–	0.01%	141
2024 Q2	$49.3K	Sell	533 -308	-37%	-$26.6K	0.01%	143
2024 Q1	$71K	Sell	841 -497	-37%	-$39.9K	0.02%	125
2023 Q4	$100K	Buy	1,338 +495	+59%	+$35.2K	0.03%	105
2023 Q3	$57.7K	Hold	843	–	–	0.02%	130
2023 Q2	$59.4K	Hold	843	–	–	0.02%	132
2023 Q1	$53.9K	Hold	843	–	–	0.02%	141
2022 Q4	$49.3K	Buy	+843	New	+$50.6K	0.02%	129

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

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

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

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

Trifecta Capital Advisors's IVW Position: Q1 2026 in Review

Trifecta Capital Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 220 shares — an estimated $27.1K sold.

Trifecta Capital Advisors first reported a position in IVW in Q4 2022 and held it in 13 quarters. The position peaked at $100K in Q4 2023. 2,052 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Trifecta Capital Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
Trifecta Capital Advisors sold 220 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $27.1K.
Trifecta Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and held it in 13 quarters.
Trifecta Capital Advisors's iShares S&P 500 Growth ETF position peaked at $100K in Q4 2023.
2,052 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.