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iShares Russell 3000 Index shares owned by Tritonpoint Wealth

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

Historical chart of Tritonpoint Wealth investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 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 Index by Tritonpoint Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $553k 863 640.40
2023-12-31 $553k 2.0k 273.73

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 Index

SCS Capital Management
Morgan Stanley
Northern Trust
BlackRock
Bank of America Corporation
Bank of New York Mellon
Goldman Sachs Group
Jpmorgan Chase & Co
Pitcairn Company
Ameriprise Financial
UBS Group
LPL Financial
Evensky & Katz
UNC Management Company
HighTower Advisors

View all funds holding iShares Russell 3000 Index