iShares S&P 500 Index shares owned by Triumph Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Triumph Capital Management
from 13F filings
Historical chart of Triumph Capital Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Triumph Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.6M | 9.9k | 669.30 |
| 2025-06-30 | $6.0M | 9.6k | 620.90 |
| 2025-03-31 | $3.0M | 5.4k | 561.90 |
| 2024-12-31 | $4.4M | 7.4k | 588.68 |
| 2024-09-30 | $4.4M | 7.6k | 576.82 |
| 2024-06-30 | $4.2M | 7.7k | 547.23 |
| 2024-03-31 | $3.5M | 6.6k | 524.88 |
| 2023-12-31 | $1.1M | 2.3k | 477.54 |
| 2023-09-30 | $720k | 1.7k | 431.52 |
| 2023-06-30 | $653k | 1.5k | 445.84 |
| 2023-03-31 | $632k | 1.5k | 411.18 |
| 2022-12-31 | $824k | 2.1k | 384.27 |
| 2022-09-30 | $2.7M | 7.5k | 358.60 |
| 2022-06-30 | $1.8M | 4.9k | 379.18 |
| 2022-03-31 | $4.3M | 9.4k | 453.68 |
| 2021-12-31 | $4.8M | 10k | 476.98 |
| 2021-09-30 | $2.1M | 6.4k | 336.10 |
| 2021-06-30 | $4.1M | 9.5k | 438.08 |
More positions owned by Triumph Capital Management
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