Trinity Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Trinity Wealth Management’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 Q3	$301K	Buy	2,116 +299	+16%	+$41.5K	0.1%	72
2026 Q2	$250K	Buy	+1,817	New	+$240K	0.08%	68

Other funds holding IVW

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

Trinity Wealth Management's IVW Position: Q3 2026 in Review

Trinity Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 16% in Q3 2026, buying an estimated $41.5K and bringing the position to 2,116 shares worth $301K. The position accounts for 0.1% of the portfolio, ranked #72.

Trinity Wealth Management first reported a position in IVW in Q2 2026 and has held it in 2 quarters since. 1,021 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Trinity Wealth Management held 2,116 shares of iShares S&P 500 Growth ETF worth $301K as of Q3 2026.
Trinity Wealth Management bought 299 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $41.5K.
iShares S&P 500 Growth ETF made up 0.1% of Trinity Wealth Management's portfolio in Q3 2026, its #72 holding.
Trinity Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2026 and has held it in 2 quarters since.
1,021 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Trinity Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.