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
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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 |
|---|---|---|---|
| 2025-12-31 | $33M | 270k | 123.26 |
| 2025-09-30 | $26M | 211k | 120.72 |
| 2025-06-30 | $19M | 174k | 110.10 |
| 2025-03-31 | $17M | 184k | 92.83 |
| 2024-12-31 | $16M | 155k | 101.53 |
| 2024-09-30 | $6.0M | 62k | 95.75 |
| 2024-06-30 | $57k | 619 | 92.54 |