Triumph Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Triumph Capital Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.4K	Hold	90	–	–	﹤0.01%	1095
2026 Q1	$10.2K	Hold	90	–	–	﹤0.01%	1119
2025 Q4	$11.1K	Buy	+90	New	+$11K	﹤0.01%	1048
2022 Q3	–	Sell	-23,413	Closed	-$1.41M	–	212
2022 Q2	$1.41M	Buy	23,413 +1,223	+6%	+$80.9K	0.75%	32
2022 Q1	$1.7M	Buy	+22,190	New	+$1.67M	0.73%	27

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Triumph Capital Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 90 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Triumph Capital Management first reported a position in IVW in Q1 2022 and has held it in 5 quarters since. The position peaked at $1.7M in Q1 2022. 926 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Triumph Capital Management held 90 shares of iShares S&P 500 Growth ETF worth $12.4K as of Q2 2026.
Triumph Capital Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1095 holding.
Triumph Capital Management first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 5 quarters since.
Triumph Capital Management's iShares S&P 500 Growth ETF position peaked at $1.7M in Q1 2022.
926 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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