SEC 13F Intelligence

Triumph Capital Management / IWR

Triumph Capital Management’s Ishares Tr Position

Does Triumph Capital Management own Ishares Tr (IWR)? Yes — 60.0K shares worth $6M (+1.19% of its 13F portfolio) as of Q1 2026, up from 59.6K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
60.0K
% of Portfolio
+1.19%
Quarters Held
11
currently held

Position History IWR

Reported value by quarter
Q1 ’23: $4MQ1 ’23Q2 ’23: $4MQ3 ’23: $4MQ3 ’23Q4 ’23: $5MQ1 ’24: $5MQ1 ’24Q4 ’24: $5MQ1 ’25: $5MQ1 ’25Q2 ’25: $6MQ3 ’25: $6MQ3 ’25Q4 ’25: $6MQ1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202660.0K$6M+1.19%
Q4 202559.6K$6M+1.24%
Q3 202558.3K$6M+1.37%
Q2 202561.5K$6M+1.70%
Q1 202559.8K$5M+1.70%
Q4 202459.1K$5M+1.79%
Q1 202457.3K$5M+1.95%
Q4 202366.3K$5M+2.19%
Q3 202359.9K$4M+1.89%
Q2 202358.7K$4M+1.94%
Q1 202364.0K$4M+2.29%

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 IWR.