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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
Q2 		$2.24M Sell
16,293
-74
-0.5% -$9.77K 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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TritonPoint Wealth's IVW Position: Q2 2026 in Review

TritonPoint Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.45% in Q2 2026, selling an estimated $9.77K and leaving 16,293 shares worth $2.24M. The position accounts for 0.22% of the portfolio, ranked #93.

TritonPoint Wealth first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • TritonPoint Wealth held 16,293 shares of iShares S&P 500 Growth ETF worth $2.24M as of Q2 2026.
  • TritonPoint Wealth sold 74 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $9.77K.
  • iShares S&P 500 Growth ETF made up 0.22% of TritonPoint Wealth's portfolio in Q2 2026, its #93 holding.
  • TritonPoint Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.