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iShares Dow Jones US Brok-Dea. Ind.ETF shares owned by TrinityPoint Wealth

Quarter-by-quarter ownership of iShares Dow Jones US Brok-Dea. Ind.ETF (IAI) shares owned by TrinityPoint Wealth from 13F filings

Historical chart of TrinityPoint Wealth investment in iShares Dow Jones US Brok-Dea. Ind.ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Brok-Dea. Ind.ETF held by TrinityPoint Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Brok-Dea. Ind.ETF by TrinityPoint Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 15k 128.56
2024-06-30 $1.8M 15k 116.93
2022-03-31 $247k 2.5k 99.72
2021-12-31 $278k 2.5k 110.10
2021-09-30 $274k 2.6k 104.38

More positions owned by TrinityPoint Wealth

Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Select Sector Spdr Tr Technology (XLK)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Honeywell International (HON)
Lockheed Martin Corporation (LMT)

View all positions for TrinityPoint Wealth

Top funds holding iShares Dow Jones US Brok-Dea. Ind.ETF

Envestnet Asset Management
Bank of America Corporation
Raymond James & Associates
Branch Banking & Trust Company
Fisher Investments
WestEnd Advisors
Janney Montgomery Scott
Victory Capital Management
Stifel Financial
LPL Financial
Assetmark
SPC Financial
Royal Bank of Canada
Wells Fargo & Company
WESPAC Advisors SoCal

View all funds holding iShares Dow Jones US Brok-Dea. Ind.ETF