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

Tripletail 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 Q1	$1.37M	Sell	11,971 -12,099	-50%	-$1.46M	1.87%	9
2025 Q4	$2.97M	Buy	24,070 +24,058	+200,483%	+$2.94M	3.76%	3
2025 Q3	$5.68K	Sell	12 -12,813	-100%	-$1.47M	0.01%	273
2025 Q2	$1.48M	Buy	+12,825	New	+$1.27M	2.1%	9

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Tripletail Wealth Management's IVW Position: Q1 2026 in Review

Tripletail Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 50% in Q1 2026, selling an estimated $1.46M and leaving 11,971 shares worth $1.37M. The position accounts for 1.87% of the portfolio, ranked #9.

Tripletail Wealth Management first reported a position in IVW in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.97M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Tripletail Wealth Management held 11,971 shares of iShares S&P 500 Growth ETF worth $1.37M as of Q1 2026.
Tripletail Wealth Management sold 12,099 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $1.46M.
iShares S&P 500 Growth ETF made up 1.87% of Tripletail Wealth Management's portfolio in Q1 2026, its #9 holding.
Tripletail Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 4 quarters since.
Tripletail Wealth Management's iShares S&P 500 Growth ETF position peaked at $2.97M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Tripletail Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.