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iShares S&P SmallCap 600 Index shares owned by Triangle Securities Wealth Management

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

Historical chart of Triangle Securities Wealth Management 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 Triangle Securities Wealth Management 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 Triangle Securities Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.9M 67k 118.83
2025-06-30 $7.0M 64k 109.29
2025-03-31 $6.6M 64k 104.57
2024-12-31 $6.9M 60k 115.22
2024-06-30 $6.2M 58k 106.66
2024-03-31 $6.0M 54k 110.52
2023-12-31 $5.6M 52k 108.25
2023-09-30 $4.7M 49k 94.33
2023-06-30 $4.9M 49k 99.65
2023-03-31 $4.7M 48k 96.70
2022-12-31 $4.6M 48k 94.64
2022-09-30 $3.9M 45k 87.18
2022-06-30 $4.4M 47k 92.42
2022-03-31 $4.9M 46k 107.88
2021-12-31 $5.3M 47k 114.50
2021-09-30 $4.9M 45k 109.19
2021-06-30 $4.4M 39k 112.99
2021-03-31 $4.3M 40k 108.54
2020-12-31 $3.6M 40k 91.90
2020-09-30 $2.8M 40k 70.24
2020-06-30 $2.7M 40k 68.28
2020-03-31 $2.1M 37k 56.11
2019-12-31 $3.6M 43k 83.84
2019-09-30 $3.1M 40k 77.84
2019-06-30 $3.0M 38k 77.92
2019-03-31 $2.7M 35k 77.14
2018-12-31 $2.1M 31k 69.33
2018-09-30 $2.6M 30k 87.24
2018-06-30 $2.5M 30k 83.45
2018-03-31 $2.1M 27k 77.00
2017-12-31 $1.6M 21k 76.80
2017-09-30 $1.4M 19k 74.25
2017-03-31 $882k 13k 69.16
2016-12-31 $801k 5.8k 137.53
2016-09-30 $714k 5.7k 124.20
2015-03-31 $259k 2.2k 118.00
2014-12-31 $226k 2.0k 114.14
2014-09-30 $207k 2.0k 104.55
2014-06-30 $222k 2.0k 112.12
2013-12-31 $216k 2.0k 109.09
2013-09-30 $221k 2.2k 100.00
2013-06-30 $200k 2.2k 90.50
2013-03-31 $192k 2.2k 86.88
2012-12-31 $173k 2.2k 78.28
2012-09-30 $19k 250 76.00

More positions owned by Triangle Securities Wealth Management

J P Morgan Exchange Traded F Active Value Etf (JAVA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard World Inf Tech Etf (VGT)
Microsoft Corporation (MSFT)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Alphabet Cap Stk Cl C (GOOG)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p Mcp Etf (IJH)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Scp Etf (IJR)
Kkr & Co (KKR)
Apple (AAPL)
Blackstone Group Inc Com Cl A (BX)

View all positions for Triangle Securities Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index