Triumph Capital Management / IVV
Triumph Capital Management’s Ishares Tr Position
Does Triumph Capital Management own Ishares Tr (IVV)? Yes — 11.3K shares worth $7M (+1.50% of its 13F portfolio) as of Q1 2026, up from 11.1K shares the prior filed quarter.
Position Value
$7M
Q1 2026
Shares
11.3K
% of Portfolio
+1.50%
Quarters Held
18
currently held
Position History IVV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 11.3K | $7M | +1.50% |
| Q4 2025 | 11.1K | $8M | +1.65% |
| Q3 2025 | 9.9K | $7M | +1.62% |
| Q2 2025 | 9.6K | $6M | +1.79% |
| Q1 2025 | 5.4K | $3M | +1.01% |
| Q4 2024 | 7.4K | $4M | +1.49% |
| Q1 2024 | 6.6K | $3M | +1.41% |
| Q4 2023 | 2.3K | $1M | +0.47% |
| Q3 2023 | 1.7K | $719,779 | +0.33% |
| Q2 2023 | 1.5K | $652,711 | +0.30% |
| Q1 2023 | 1.5K | $631,571 | +0.32% |
| Q4 2022 | 2.1K | $823,490 | +0.44% |
| Q3 2022 | 7.5K | $3M | +1.46% |
| Q2 2022 | 4.9K | $2M | +0.98% |
| Q1 2022 | 9.4K | $4M | +1.85% |
| Q4 2021 | 10.1K | $5M | +2.08% |
| Q3 2021 | 9.6K | $4M | +1.93% |
| Q2 2021 | 9.5K | $4M | +2.42% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Triumph Capital Management’s full portfolio or all institutional holders of IVV.