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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
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

Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard World Inf Tech Etf (VGT)
Microsoft Corporation (MSFT)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Total Usd (IUSB)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)
Kkr & Co (KKR)
Apple (AAPL)
Blackstone Group Inc Com Cl A (BX)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)

View all positions for Triangle Securities Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index