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

TritonPoint 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
2026
Q1 		$1.85M Buy
16,367
+2,912
+22% +$350K 0.2% 100
2025
Q4 		$1.66M Buy
13,455
+1,576
+13% +$193K 0.17% 101
2025
Q3 		$1.43M Buy
11,879
+250
+2% +$28.8K 0.12% 134
2025
Q2 		$1.28M Buy
11,629
+162
+1% +$16K 0.12% 138
2025
Q1 		$1.06M Buy
11,467
+742
+7% +$74.8K 0.1% 152
2024
Q4 		$1.09M Sell
10,725
-358
-3% -$35.7K 0.1% 146
2024
Q3 		$1.06M Hold
11,083
– – 0.1% 147
2024
Q2 		$1.03M Sell
11,083
-188
-2% -$16.2K 0.1% 145
2024
Q1 		$904K Sell
11,271
-771
-6% -$61.9K 0.09% 151
2023
Q4 		$904K Buy
+12,042
New +$857K 0.09% 158

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TritonPoint Wealth's IVW Position: Q1 2026 in Review

TritonPoint Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 22% in Q1 2026, buying an estimated $350K and bringing the position to 16,367 shares worth $1.85M. The position accounts for 0.2% of the portfolio, ranked #100.

TritonPoint Wealth first reported a position in IVW in Q4 2023 and has held it in 10 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • TritonPoint Wealth held 16,367 shares of iShares S&P 500 Growth ETF worth $1.85M as of Q1 2026.
  • TritonPoint Wealth bought 2,912 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $350K.
  • iShares S&P 500 Growth ETF made up 0.2% of TritonPoint Wealth's portfolio in Q1 2026, its #100 holding.
  • TritonPoint Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.