Tribridge Partners Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$838K Buy
1,129
+650
+136% +$473K 0.33% 23
2026
Q1
$316K Buy
479
+13
+3% +$8.88K 0.13% 53
2025
Q4
$319K Sell
466
-14
-3% -$9.51K 0.13% 50
2025
Q3
$323K Sell
480
-22
-4% -$14.2K 0.15% 47
2025
Q2
$312K Buy
+502
New +$288K 0.18% 44

Other funds holding IVV

Tribridge Partners Financial's IVV Position: Q2 2026 in Review

Tribridge Partners Financial increased its iShares Core S&P 500 ETF (IVV) stake by 136% in Q2 2026, buying an estimated $473K and bringing the position to 1,129 shares worth $838K. The position accounts for 0.33% of the portfolio, ranked #23.

Tribridge Partners Financial first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Tribridge Partners Financial held 1,129 shares of iShares Core S&P 500 ETF worth $838K as of Q2 2026.
  • Tribridge Partners Financial bought 650 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $473K.
  • iShares Core S&P 500 ETF made up 0.33% of Tribridge Partners Financial's portfolio in Q2 2026, its #23 holding.
  • Tribridge Partners Financial first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Tribridge Partners Financial's 13F filing for Q2 2026, filed 4 Aug 2026.