TritonPoint Wealth
IVW icon

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
Q3 		$2.32M Hold
16,293
– – 0.23% 89
2026
Q2 		$2.24M Sell
16,293
-74
-0.5% -$9.8K 0.22% 93
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

TritonPoint Wealth's IVW Position: Q3 2026 in Review

TritonPoint Wealth held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 16,293 shares worth $2.32M. The position accounts for 0.23% of the portfolio, ranked #89.

TritonPoint Wealth first reported a position in IVW in Q4 2023 and has held it in 12 quarters since. 1,771 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • TritonPoint Wealth held 16,293 shares of iShares S&P 500 Growth ETF worth $2.32M as of Q3 2026.
  • TritonPoint Wealth left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Growth ETF made up 0.23% of TritonPoint Wealth's portfolio in Q3 2026, its #89 holding.
  • TritonPoint Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,771 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.