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iShares S&P 500 Value Index shares owned by Triumph Capital Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Triumph Capital Management from 13F filings

Historical chart of Triumph Capital Management investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $318k 1.7k 185.67
2023-06-30 $284k 1.8k 161.19

More positions owned by Triumph Capital Management

First Trust Enhanced Short Maturity Etf Etf (FTSM)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)
First Trust Preferred Securities & Income Etf Etf (FPE)
First Trust Large Cap Core Alphadex Fund Etf (FEX)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Russell 2000 Etf Etf (IWM)
First Trust Rising Dividend Achievers Etf Etf (RDVY)
Ishares Russell Midcap Etf Etf (IWR)
Vanguard Total International Bond Etf Etf (BNDX)
First Trust Capital Strength Etf Etf (FTCS)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Core S&p 500 Etf Etf (IVV)
Invesco Senior Loan Etf Etf (BKLN)

View all positions for Triumph Capital Management

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Envestnet Portfolio Solutions
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index