Triumph Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Sell |
2,170
-3,301
| -60% | -$645K | 0.13% | 182 |
|
|
2025
Q1 | $1.04M | Sell |
5,471
-182
| -3% | -$34.7K | 0.35% | 64 |
|
|
2024
Q4 | $1.08M | Sell |
5,653
-221
| -4% | -$42.2K | 0.37% | 54 |
|
|
2024
Q3 | $1.16M | Buy |
5,874
+3,013
| +105% | +$594K | 0.41% | 51 |
|
|
2024
Q2 | $521K | Buy |
2,861
+1,147
| +67% | +$209K | 0.2% | 115 |
|
|
2024
Q1 | $318K | Buy |
+1,714
| New | +$318K | 0.13% | 163 |
|
|
2023
Q3 | – | Sell |
-1,763
| Closed | -$284K | – | 233 |
|
|
2023
Q2 | $284K | Buy |
+1,763
| New | +$284K | 0.13% | 159 |
|