Triangle Securities Wealth Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
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 Fds Inf Tech Etf (VGT)
Microsoft Corporation (MSFT)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Blackstone Group Inc Com Cl A (BX)
Alphabet Cap Stk Cl C (GOOG)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
Ishares Tr Core Total Usd (IUSB)
Kkr & Co (KKR)
Apple (AAPL)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)
Ishares Tr Core S&p Mcp Etf (IJH)
Lowe's Companies (LOW)
Ishares Tr Core S&p Scp Etf (IJR)
JPMorgan Chase & Co. (JPM)

View all positions for Triangle Securities Wealth Management

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation
Wells Fargo & Company
Regions Bank
Advisor Group Holdings
UBS Group
M^T Bank Corporation
Prime Capital Investment Advisors
CI Private Wealth
Modera Wealth Management
Pnc Financial Services
Commonwealth Equity Services
Goldman Sachs Group
Orion Portfolio Solutions
Bessemer
HighTower Advisors

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