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iShares S&P SmallCap 600 Value Idx shares owned by TrinityPoint Wealth

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

Historical chart of TrinityPoint Wealth 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 TrinityPoint Wealth 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 TrinityPoint Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.5M 70k 107.66
2024-06-30 $3.9M 40k 97.27
2024-03-31 $3.4M 33k 102.76
2023-12-31 $265k 2.6k 103.08
2023-09-30 $247k 2.8k 89.22
2023-06-30 $239k 2.5k 95.09

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Apple (AAPL)
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Amazon (AMZN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Select Sector Spdr Tr Technology (XLK)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Honeywell International (HON)
Lockheed Martin Corporation (LMT)

View all positions for TrinityPoint Wealth

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation
FMR
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
UBS Group
Prime Capital Investment Advisors
Ameriprise Financial
LPL Financial
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management

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