Triumph Capital Management »

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Triumph Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Triumph Capital Management

Quarter filed Position value Share count Share price at filing
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