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iShares S&P SmallCap 600 Index shares owned by Tritonpoint Wealth

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Tritonpoint Wealth from 13F filings

Historical chart of Tritonpoint Wealth investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Tritonpoint Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Tritonpoint Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.2M 43k 121.11
2023-12-31 $5.9M 55k 108.25

More positions owned by Tritonpoint Wealth

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadstone Net Lease (BNL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Growth Etf (VUG)
Danaher Corporation (DHR)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
Accenture Plc Ireland Shs Class A (ACN)
United Parcel Service CL B (UPS)
Mastercard Incorporated Cl A (MA)
Johnson & Johnson (JNJ)

View all positions for Tritonpoint Wealth

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index