Tritonpoint Wealth »

iShares Dow Jones US Financial Svc. shares owned by Tritonpoint Wealth

Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Tritonpoint Wealth from 13F filings

Historical chart of Tritonpoint Wealth investment in iShares Dow Jones US Financial Svc.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial Svc. held by Tritonpoint Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Tritonpoint Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $389k 6.5k 59.74
2023-12-31 $476k 2.7k 179.21

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 Dow Jones US Financial Svc.

RiverFront Investment Group
Raymond James & Associates
Goldman Sachs Group
Janney Montgomery Scott
Bank of America Corporation
Royal Bank of Canada
Ferguson Wellman Capital Management
Bnp Paribas Arbitrage, Snc
Arkansas Financial
Wells Fargo & Company
Baltimore-Washington Financial Advisors
Private Advisor
Howard Capital Management Group
Circle Wealth Management
UBS Group

View all funds holding iShares Dow Jones US Financial Svc.