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iShares Russell 3000 Value Index shares owned by Tritonpoint Wealth

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Tritonpoint Wealth from 13F filings

Historical chart of Tritonpoint Wealth investment in iShares Russell 3000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Value 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 Russell 3000 Value Index by Tritonpoint Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $408k 4.0k 100.88
2023-12-31 $464k 5.5k 84.33

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 Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Morgan Stanley
Ronald Blue Trust
Signature
Envestnet Asset Management
Aspiriant
Merit Financial Group
UBS Group
Jpmorgan Chase & Co
Commonwealth Equity Services
BlackRock
Wells Fargo & Company
William Blair $ Company
Modera Wealth Management

View all funds holding iShares Russell 3000 Value Index