Triumph Capital Management
IVV icon

Triumph Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Triumph Capital Management’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
Q3 		$8.49M Buy
11,080
+157
+1% +$120K 1.48% 6
2026
Q2 		$8.18M Sell
10,923
-393
-3% -$286K 1.48% 9
2026
Q1 		$7.39M Buy
11,316
+189
+2% +$129K 1.5% 10
2025
Q4 		$7.62M Buy
11,127
+1,200
+12% +$815K 1.65% 9
2025
Q3 		$6.64M Buy
9,927
+323
+3% +$208K 1.78% 10
2025
Q2 		$5.96M Buy
9,604
+4,205
+78% +$2.41M 1.79% 10
2025
Q1 		$3.03M Sell
5,399
-2,004
-27% -$1.18M 1.01% 21
2024
Q4 		$4.36M Sell
7,403
-235
-3% -$139K 1.49% 15
2024
Q3 		$4.41M Sell
7,638
-70
-0.9% -$38.9K 1.57% 13
2024
Q2 		$4.22M Buy
7,708
+1,131
+17% +$595K 1.65% 13
2024
Q1 		$3.45M Buy
6,577
+4,268
+185% +$2.14M 1.41% 14
2023
Q4 		$1.1M Buy
2,309
+641
+38% +$287K 0.47% 50
2023
Q3 		$720K Buy
1,668
+204
+14% +$91.2K 0.33% 70
2023
Q2 		$653K Sell
1,464
-72
-5% -$30.3K 0.3% 74
2023
Q1 		$632K Sell
1,536
-607
-28% -$243K 0.32% 59
2022
Q4 		$823K Sell
2,143
-5,336
-71% -$2.06M 0.44% 46
2022
Q3 		$2.68M Buy
7,479
+2,608
+54% +$1.04M 1.46% 16
2022
Q2 		$1.85M Sell
4,871
-4,541
-48% -$1.87M 0.98% 23
2022
Q1 		$4.27M Sell
9,412
-666
-7% -$298K 1.85% 9
2021
Q4 		$4.81M Buy
10,078
+512
+5% +$236K 2.08% 6
2021
Q3 		$4.12M Buy
9,566
+111
+1% +$49.2K 1.93% 7
2021
Q2 		$4.14M Buy
+9,455
New +$3.96M 2.42% 5

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Triumph Capital Management's IVV Position: Q3 2026 in Review

Triumph Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.4% in Q3 2026, buying an estimated $120K and bringing the position to 11,080 shares worth $8.49M. The position accounts for 1.48% of the portfolio, ranked #6.

Triumph Capital Management first reported a position in IVV in Q2 2021 and has held it in 22 quarters since. 2,365 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Triumph Capital Management held 11,080 shares of iShares Core S&P 500 ETF worth $8.49M as of Q3 2026.
  • Triumph Capital Management bought 157 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $120K.
  • iShares Core S&P 500 ETF made up 1.48% of Triumph Capital Management's portfolio in Q3 2026, its #6 holding.
  • Triumph Capital Management first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 22 quarters since.
  • 2,365 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.