Triumph Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.96M | Buy |
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|
2025
Q1 | $3.03M | Sell |
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|
2024
Q4 | $4.36M | Sell |
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|
2024
Q3 | $4.41M | Sell |
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|
2024
Q2 | $4.22M | Buy |
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|
2024
Q1 | $3.45M | Buy |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $720K | Buy |
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|
2023
Q2 | $653K | Sell |
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|
2023
Q1 | $632K | Sell |
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|
2022
Q4 | $823K | Sell |
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|
2022
Q3 | $2.68M | Buy |
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|
2022
Q2 | $1.85M | Sell |
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|
2022
Q1 | $4.27M | Sell |
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|
2021
Q4 | $4.81M | Buy |
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|
2021
Q3 | $4.12M | Buy |
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|
2021
Q2 | $4.14M | Buy |
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