Triumph Capital Management IVV Holdings History
Triumph Capital Management's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Triumph Capital Management held 9,604.00 shares of iShares Core S&P 500 ETF(IVV), totaling $5.96 Mil. This investment constitutes 1.79% of their stock portfolio, and Triumph Capital Management now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q2. And since then Triumph Capital Management has made 10 purchases of IVV, at an average price of $466.48, for a total of 23,135.00 shares. In addition, there have been 6 sales at an average price of $432.33 for 13,531.00 shares. Based on historical transaction data and IVV's current price of $637.58, Triumph Capital Management's estimated gain on his IVV holdings is $1.18 Mil, reflecting a 10.94% gain to date.
Triumph Capital Management IVV ($637.58) Holding Chart
Triumph Capital Management IVV ($637.58) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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