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iShares S&P 500 Growth Index shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Growth Index by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.0M 62k 95.75
2024-06-30 $57k 619 92.54

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Triad Wealth Partners

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Goldman Sachs Group
Stifel Financial
Envestnet Portfolio Solutions
CWM
BlackRock
Pnc Financial Services
M^T Bank Corporation
Park Avenue Securities
Mariner Wealth Advisors

View all funds holding iShares S&P 500 Growth Index