Tritonpoint Wealth »

iShares S&P SmallCap 600 Index shares owned by Tritonpoint Wealth

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

Historical chart of Tritonpoint Wealth 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 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 S&P SmallCap 600 Index by Tritonpoint Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.5M 47k 118.83
2025-06-30 $5.0M 46k 109.29
2025-03-31 $5.3M 51k 104.57
2024-12-31 $6.1M 53k 115.22
2024-09-30 $5.9M 51k 116.56
2024-06-30 $4.8M 45k 106.66
2024-03-31 $5.2M 43k 121.11
2023-12-31 $5.9M 55k 108.25

More positions owned by Tritonpoint Wealth

Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Visa Com Cl A (V)
Ishares Tr U.s. Tech Etf (IYW)
NVIDIA Corporation (NVDA)
Mastercard Incorporated Cl A (MA)
Broadstone Net Lease (BNL)
Johnson & Johnson (JNJ)
Danaher Corporation (DHR)

View all positions for Tritonpoint Wealth

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