TW
IVW icon

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

TrinityPoint Wealth’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
2024
Q4 		$716K Buy
7,051
+103
+1% +$10.3K 0.1% 187
2024
Q3 		$665K Buy
6,948
+320
+5% +$29.5K 0.1% 198
2024
Q2 		$613K Buy
6,628
+110
+2% +$9.48K 0.1% 189
2024
Q1 		$550K Buy
6,518
+2
+0% +$161 0.09% 189
2023
Q4 		$489K Buy
6,516
+14
+0.2% +$997 0.09% 193
2023
Q3 		$445K Hold
6,502
– – 0.09% 189
2023
Q2 		$458K Hold
6,502
– – 0.09% 184
2023
Q1 		$415K Buy
6,502
+56
+0.9% +$3.42K 0.09% 190
2022
Q4 		$377K Hold
6,446
– – 0.09% 195
2022
Q3 		$373K Buy
6,446
+1,145
+22% +$74.4K 0.09% 184
2022
Q2 		$320K Sell
5,301
-25
-0.5% -$1.65K 0.07% 207
2022
Q1 		$407K Sell
5,326
-296
-5% -$22.2K 0.07% 206
2021
Q4 		$470K Sell
5,622
-600
-10% -$48.3K 0.08% 192
2021
Q3 		$460K Hold
6,222
– – 0.09% 192
2021
Q2 		$453K Buy
6,222
+170
+3% +$11.8K 0.09% 181
2021
Q1 		$394K Hold
6,052
– – 0.09% 178
2020
Q4 		$401K Buy
6,052
+1,500
+33% +$91K 0.1% 167
2020
Q3 		$263K Hold
4,552
– – 0.07% 187
2020
Q2 		$236K Buy
+4,552
New +$218K 0.07% 189

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TrinityPoint Wealth's IVW Position: Q4 2024 in Review

TrinityPoint Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 1.5% in Q4 2024, buying an estimated $10.3K and bringing the position to 7,051 shares worth $716K. The position accounts for 0.1% of the portfolio, ranked #187.

TrinityPoint Wealth first reported a position in IVW in Q2 2020 and has held it in 19 quarters since. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

  • TrinityPoint Wealth held 7,051 shares of iShares S&P 500 Growth ETF worth $716K as of Q4 2024.
  • TrinityPoint Wealth bought 103 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $10.3K.
  • iShares S&P 500 Growth ETF made up 0.1% of TrinityPoint Wealth's portfolio in Q4 2024, its #187 holding.
  • TrinityPoint Wealth first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and has held it in 19 quarters since.
  • 1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.