TCM
Triumph Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.96M | Buy |
9,604
+4,205
| +78% | +$2.61M | 1.79% | 10 |
|
|
2025
Q1 | $3.03M | Sell |
5,399
-2,004
| -27% | -$1.13M | 1.01% | 21 |
|
|
2024
Q4 | $4.36M | Sell |
7,403
-235
| -3% | -$138K | 1.49% | 15 |
|
|
2024
Q3 | $4.41M | Sell |
7,638
-70
| -0.9% | -$40.4K | 1.57% | 13 |
|
|
2024
Q2 | $4.22M | Buy |
7,708
+1,131
| +17% | +$619K | 1.65% | 13 |
|
|
2024
Q1 | $3.45M | Buy |
6,577
+4,268
| +185% | +$2.24M | 1.41% | 14 |
|
|
2023
Q4 | $1.1M | Buy |
2,309
+641
| +38% | +$306K | 0.47% | 50 |
|
|
2023
Q3 | $720K | Buy |
1,668
+204
| +14% | +$88K | 0.33% | 70 |
|
|
2023
Q2 | $653K | Sell |
1,464
-72
| -5% | -$32.1K | 0.3% | 74 |
|
|
2023
Q1 | $632K | Sell |
1,536
-607
| -28% | -$250K | 0.32% | 59 |
|
|
2022
Q4 | $823K | Sell |
2,143
-5,336
| -71% | -$2.05M | 0.44% | 46 |
|
|
2022
Q3 | $2.68M | Buy |
7,479
+2,608
| +54% | +$935K | 1.46% | 16 |
|
|
2022
Q2 | $1.85M | Sell |
4,871
-4,541
| -48% | -$1.72M | 0.98% | 23 |
|
|
2022
Q1 | $4.27M | Sell |
9,412
-666
| -7% | -$302K | 1.85% | 9 |
|
|
2021
Q4 | $4.81M | Buy |
10,078
+512
| +5% | +$244K | 2.08% | 6 |
|
|
2021
Q3 | $4.12M | Buy |
9,566
+111
| +1% | +$47.8K | 1.93% | 7 |
|
|
2021
Q2 | $4.14M | Buy |
+9,455
| New | +$4.14M | 2.42% | 5 |
|