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 Q2	$250K	Buy	+1,817	New	+$240K	0.08%	68

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Trinity Wealth Management's IVW Position: Q2 2026 in Review

Trinity Wealth Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,817 shares worth $250K. The stake represents 0.08% of the portfolio and ranks #68 among its holdings.

1,002 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Trinity Wealth Management held 1,817 shares of iShares S&P 500 Growth ETF worth $250K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Trinity Wealth Management position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.08% of Trinity Wealth Management's portfolio in Q2 2026, its #68 holding.
1,002 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Trinity Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.