TrinityPoint Wealth »

iShares S&P SmallCap 600 Growth shares owned by TrinityPoint Wealth

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

Historical chart of TrinityPoint Wealth investment in iShares S&P SmallCap 600 Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Growth held by TrinityPoint 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 Growth by TrinityPoint Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $202k 1.5k 135.40

More positions owned by TrinityPoint Wealth

Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Abbvie (ABBV)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Technology (XLK)
Honeywell International (HON)
JPMorgan Chase & Co. (JPM)
Ishares Tr Sp Smcp600vl Etf (IJS)
Select Sector Spdr Tr Financial (XLF)

View all positions for TrinityPoint Wealth

Top funds holding iShares S&P SmallCap 600 Growth

Morgan Stanley
FMR
Wells Fargo & Company
UBS Group
LPL Financial
Pnc Financial Services
Northwestern Mutual Wealth Management Company
M^T Bank Corporation
Brown Advisory Holdings Incorporated
Commonwealth Equity Services
Raymond James Financial
Jpmorgan Chase & Co
HighTower Advisors
Ameriprise Financial
Envestnet Asset Management

View all funds holding iShares S&P SmallCap 600 Growth