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

TritonPoint Partners’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	$15.6M	Buy	20,818 +1,540	+8%	+$1.12M	1.29%	15
2026 Q1	$12.6M	Buy	19,278 +82	+0.4%	+$56K	4.64%	2
2025 Q4	$13.1M	Buy	+19,196	New	+$13M	7.02%	1

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

TritonPoint Partners's IVV Position: Q2 2026 in Review

TritonPoint Partners increased its iShares Core S&P 500 ETF (IVV) stake by 8% in Q2 2026, buying an estimated $1.12M and bringing the position to 20,818 shares worth $15.6M. The position accounts for 1.29% of the portfolio, ranked #15.

TritonPoint Partners first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,093 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

TritonPoint Partners held 20,818 shares of iShares Core S&P 500 ETF worth $15.6M as of Q2 2026.
TritonPoint Partners bought 1,540 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.12M.
iShares Core S&P 500 ETF made up 1.29% of TritonPoint Partners's portfolio in Q2 2026, its #15 holding.
TritonPoint Partners first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
4,093 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on TritonPoint Partners's 13F filing for Q2 2026, filed 13 Aug 2026.