Triad Wealth Partners, LLC IVW holdings history
ISHARES S&P 500 GROWTH ETF · CUSIP 464287309 · CIK 2012717
As of 2026-06-30, Triad Wealth Partners, LLC reported 697.89K IVW (shares), valued at $96.48M, or 5.72% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares increased 48.42%; reported value increased 81.39%, and weight changed +1.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.72% | 697,889 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 4.22% | 470,220 | SEC filing ↗Filed Apr 16, 2026 |
| Q4 2025 | 3.16% | 270,105 | SEC filing ↗Filed Jan 22, 2026 |
| Q3 2025 | 3.28% | 210,875 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 3.88% | 174,383 | SEC filing ↗Filed Jul 21, 2025 |
| Q1 2025 | 5.31% | 184,005 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 5.67% | 154,767 | SEC filing ↗Filed Feb 6, 2025 |
| Q3 2024 | 3.17% | 62,215 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 0.03% | 619 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | 0.03% | 619 | $57.28K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 3.17% | 62,215 | $5.96M | Shares increased 9950.89%; reported value increased 10299.64%, and weight changed +3.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 5.67% | 154,767 | $15.71M | Shares increased 148.76%; reported value increased 163.78%, and weight changed +2.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2025 |
| Q1 2025 | 5.31% | 184,005 | $17.08M | Shares increased 18.89%; reported value increased 8.70%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 3.88% | 174,383 | $19.20M | Shares decreased 5.23%; reported value increased 12.40%, and weight changed -1.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2025 |
| Q3 2025 | 3.28% | 210,875 | $25.46M | Shares increased 20.93%; reported value increased 32.59%, and weight changed -0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 3.16% | 270,105 | $33.29M | Shares increased 28.09%; reported value increased 30.78%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2026 |
| Q1 2026 | 4.22% | 470,220 | $53.19M | Shares increased 74.09%; reported value increased 59.75%, and weight changed +1.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2026 |
| Q2 2026 | 5.72% | 697,889 | $96.48M | Shares increased 48.42%; reported value increased 81.39%, and weight changed +1.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
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