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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Triangle Securities Wealth Management's IVV Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.9% in Q2 2026, buying an estimated $14.6K and bringing the position to 1,071 shares worth $802K. The position accounts for 0.16% of the portfolio, ranked #128.

Triangle Securities Wealth Management first reported a position in IVV in Q2 2013 and has held it in 17 quarters since. The position peaked at $907K in Q3 2014. 952 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Triangle Securities Wealth Management held 1,071 shares of iShares Core S&P 500 ETF worth $802K as of Q2 2026.
Triangle Securities Wealth Management bought 20 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $14.6K.
iShares Core S&P 500 ETF made up 0.16% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #128 holding.
Triangle Securities Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 17 quarters since.
Triangle Securities Wealth Management's iShares Core S&P 500 ETF position peaked at $907K in Q3 2014.
952 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.