Triumph Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Triumph Capital Management’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$141K	Sell	621 -416	-40%	-$92.9K	0.03%	426
2026 Q1	$219K	Sell	1,037 -946	-48%	-$205K	0.04%	322
2025 Q4	$421K	Sell	1,983 -134	-6%	-$28.1K	0.09%	194
2025 Q3	$437K	Sell	2,117 -53	-2%	-$10.6K	0.12%	186
2025 Q2	$424K	Sell	2,170 -3,301	-60%	-$615K	0.13%	182
2025 Q1	$1.04M	Sell	5,471 -182	-3%	-$35.2K	0.35%	64
2024 Q4	$1.08M	Sell	5,653 -221	-4%	-$43.8K	0.37%	54
2024 Q3	$1.16M	Buy	5,874 +3,013	+105%	+$572K	0.41%	51
2024 Q2	$521K	Buy	2,861 +1,147	+67%	+$209K	0.2%	115
2024 Q1	$318K	Buy	+1,714	New	+$305K	0.13%	163
2023 Q3	–	Sell	-1,763	Closed	-$284K	–	233
2023 Q2	$284K	Buy	+1,763	New	+$271K	0.13%	159

Other funds holding IVE

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Triumph Capital Management's IVE Position: Q2 2026 in Review

Triumph Capital Management reduced its iShares S&P 500 Value ETF (IVE) stake by 40% in Q2 2026, selling an estimated $92.9K and leaving 621 shares worth $141K. The position accounts for 0.03% of the portfolio, ranked #426.

Triumph Capital Management first reported a position in IVE in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.16M in Q3 2024. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Triumph Capital Management held 621 shares of iShares S&P 500 Value ETF worth $141K as of Q2 2026.
Triumph Capital Management sold 416 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $92.9K.
iShares S&P 500 Value ETF made up 0.03% of Triumph Capital Management's portfolio in Q2 2026, its #426 holding.
Triumph Capital Management first reported a position in iShares S&P 500 Value ETF in Q2 2023 and has held it in 11 quarters since.
Triumph Capital Management's iShares S&P 500 Value ETF position peaked at $1.16M in Q3 2024.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.