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

TritonPoint Wealth’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 Q1	$1.63M	Sell	2,493 -407	-14%	-$278K	0.17%	101
2025 Q4	$1.99M	Sell	2,900 -15,468	-84%	-$10.5M	0.2%	97
2025 Q3	$12.3M	Sell	18,368 -550	-3%	-$354K	1.05%	20
2025 Q2	$11.7M	Sell	18,918 -286	-1%	-$164K	1.09%	20
2025 Q1	$10.8M	Sell	19,204 -1,325	-6%	-$782K	1.03%	21
2024 Q4	$12.1M	Sell	20,529 -324	-2%	-$192K	1.09%	21
2024 Q3	$12M	Sell	20,853 -2,744	-12%	-$1.53M	1.09%	23
2024 Q2	$12.9M	Buy	23,597 +299	+1%	+$157K	1.24%	18
2024 Q1	$8.03M	Buy	23,298 +5,652	+32%	+$2.83M	0.84%	29
2023 Q4	$8.43M	Buy	+17,646	New	+$7.9M	0.82%	29

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TritonPoint Wealth's IVV Position: Q1 2026 in Review

TritonPoint Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 14% in Q1 2026, selling an estimated $278K and leaving 2,493 shares worth $1.63M. The position accounts for 0.17% of the portfolio, ranked #101.

TritonPoint Wealth first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.9M in Q2 2024. 3,978 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

TritonPoint Wealth held 2,493 shares of iShares Core S&P 500 ETF worth $1.63M as of Q1 2026.
TritonPoint Wealth sold 407 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $278K.
iShares Core S&P 500 ETF made up 0.17% of TritonPoint Wealth's portfolio in Q1 2026, its #101 holding.
TritonPoint Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's iShares Core S&P 500 ETF position peaked at $12.9M in Q2 2024.
3,978 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.