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

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

Historical chart of Triangle Securities Wealth Management investment in iShares S&P SmallCap 600 Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx 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 Value Idx by Triangle Securities Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.1M 22k 97.27
2024-03-31 $2.3M 22k 102.76
2023-12-31 $2.3M 22k 103.07
2023-09-30 $1.9M 21k 89.22
2023-06-30 $2.0M 21k 95.09
2023-03-31 $2.0M 21k 93.59
2022-12-31 $2.0M 22k 91.31
2022-09-30 $1.7M 21k 82.47
2022-06-30 $1.8M 20k 89.05
2022-03-31 $2.0M 20k 102.36
2021-12-31 $2.0M 20k 104.48
2021-09-30 $2.0M 20k 100.65
2021-06-30 $2.1M 20k 105.45
2021-03-31 $2.0M 20k 100.75
2020-12-31 $1.7M 21k 81.32
2020-09-30 $1.3M 10k 122.46
2020-06-30 $1.3M 11k 120.36
2020-03-31 $2.4M 24k 99.95
2019-12-31 $5.5M 35k 160.79
2019-09-30 $5.1M 34k 150.18
2019-06-30 $5.1M 35k 148.04
2019-03-31 $5.1M 34k 147.53
2018-12-31 $7.7M 58k 131.86
2018-09-30 $9.3M 56k 166.93
2018-06-30 $9.4M 58k 163.28
2018-03-31 $8.9M 59k 150.84
2017-12-31 $9.0M 58k 153.58
2017-09-30 $8.6M 58k 148.31
2017-03-31 $8.0M 58k 138.65
2016-12-31 $8.0M 57k 140.01
2016-09-30 $7.4M 59k 124.80
2016-03-31 $6.9M 61k 113.33
2015-09-30 $5.9M 56k 104.79
2015-03-31 $856k 7.2k 118.87
2014-12-31 $646k 5.5k 117.95

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 Value Idx

Morgan Stanley
Bank of America Corporation
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
Prime Capital Investment Advisors
LPL Financial
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management
Stifel Financial
Jpmorgan Chase & Co

View all funds holding iShares S&P SmallCap 600 Value Idx