Triangle Securities Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Triangle Securities Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$828K	Buy	1,081 +10	+0.9%	+$7.63K	0.16%	120
2026 Q2	$802K	Buy	1,071 +20	+2%	+$14.6K	0.16%	128
2026 Q1	$687K	Buy	1,051 +89	+9%	+$60.8K	0.16%	131
2025 Q4	$659K	Sell	962 -188	-16%	-$128K	0.14%	140
2025 Q3	$770K	Buy	1,150 +158	+16%	+$102K	0.17%	124
2025 Q2	$616K	Buy	992 +500	+102%	+$287K	0.15%	138
2025 Q1	$276K	Buy	+492	New	+$291K	0.07%	184
2024 Q2	–	Sell	-606	Closed	-$319K	–	197
2024 Q1	$319K	Hold	606	–	–	0.09%	176
2023 Q4	$289K	Hold	606	–	–	0.09%	175
2023 Q3	$260K	Buy	606 +40	+7%	+$17.9K	0.09%	169
2023 Q2	$252K	Hold	566	–	–	0.09%	172
2023 Q1	$233K	Sell	566 -20	-3%	-$8.02K	0.08%	177
2022 Q4	$225K	Buy	+586	New	+$226K	0.08%	177
2014 Q4	–	Sell	-4,575	Closed	-$907K	–	136
2014 Q3	$907K	Buy	4,575 +325	+8%	+$64.7K	0.7%	52
2014 Q2	$837K	Buy	+4,250	New	+$813K	0.64%	60
2014 Q1	–	Sell	-4,250	Closed	-$789K	–	119
2013 Q4	$789K	Hold	4,250	–	–	0.64%	58
2013 Q3	$718K	Hold	4,250	–	–	0.63%	59
2013 Q2	$684K	Buy	+4,250	New	+$688K	0.51%	62

Other funds holding IVV

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Triangle Securities Wealth Management's IVV Position: Q3 2026 in Review

Triangle Securities Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.93% in Q3 2026, buying an estimated $7.63K and bringing the position to 1,081 shares worth $828K. The position accounts for 0.16% of the portfolio, ranked #120.

Triangle Securities Wealth Management first reported a position in IVV in Q2 2013 and has held it in 18 quarters since. The position peaked at $907K in Q3 2014. 1,181 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Triangle Securities Wealth Management held 1,081 shares of iShares Core S&P 500 ETF worth $828K as of Q3 2026.
Triangle Securities Wealth Management bought 10 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $7.63K.
iShares Core S&P 500 ETF made up 0.16% of Triangle Securities Wealth Management's portfolio in Q3 2026, its #120 holding.
Triangle Securities Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 18 quarters since.
Triangle Securities Wealth Management's iShares Core S&P 500 ETF position peaked at $907K in Q3 2014.
1,181 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.