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
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: Q1 2026 in Review

Tribridge Partners Financial increased its iShares Core S&P 500 ETF (IVV) stake by 2.8% in Q1 2026, buying an estimated $8.88K and bringing the position to 479 shares worth $316K. The position accounts for 0.13% of the portfolio, ranked #53.

Tribridge Partners Financial first reported a position in IVV in Q2 2025 and has held it in 4 quarters since. The position peaked at $323K in Q3 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Tribridge Partners Financial held 479 shares of iShares Core S&P 500 ETF worth $316K as of Q1 2026.
  • Tribridge Partners Financial bought 13 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $8.88K.
  • iShares Core S&P 500 ETF made up 0.13% of Tribridge Partners Financial's portfolio in Q1 2026, its #53 holding.
  • Tribridge Partners Financial first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
  • Tribridge Partners Financial's iShares Core S&P 500 ETF position peaked at $323K in Q3 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Tribridge Partners Financial's 13F filing for Q1 2026, filed 15 Apr 2026.