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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

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

Triumph Capital Management reduced its iShares Core S&P 500 ETF (IVV) stake by 3.5% in Q2 2026, selling an estimated $286K and leaving 10,923 shares worth $8.18M. The position accounts for 1.48% of the portfolio, ranked #9.

Triumph Capital Management first reported a position in IVV in Q2 2021 and has held it in 21 quarters since. 1,785 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Triumph Capital Management held 10,923 shares of iShares Core S&P 500 ETF worth $8.18M as of Q2 2026.
  • Triumph Capital Management sold 393 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $286K.
  • iShares Core S&P 500 ETF made up 1.48% of Triumph Capital Management's portfolio in Q2 2026, its #9 holding.
  • Triumph Capital Management first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,785 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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