Tritonpoint Wealth »

iShares Russell 3000 Value Index shares owned by Tritonpoint Wealth

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Tritonpoint Wealth from 13F filings

Historical chart of Tritonpoint Wealth investment in iShares Russell 3000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Value 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 Russell 3000 Value Index by Tritonpoint Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $360k 3.9k 92.59
2024-09-30 $370k 3.9k 95.13
2024-06-30 $343k 3.9k 88.13
2024-03-31 $408k 4.0k 100.88
2023-12-31 $464k 5.5k 84.33

More positions owned by Tritonpoint Wealth

Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
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)
Danaher Corporation (DHR)
Ishares Tr U.s. Tech Etf (IYW)
Xpo Logistics Inc equity (XPO)
Broadstone Net Lease (BNL)
Intuitive Surgical Com New (ISRG)
Mastercard Incorporated Cl A (MA)

View all positions for Tritonpoint Wealth

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Morgan Stanley
Ronald Blue Trust
Envestnet Asset Management
Jones Financial Companies, L.L
Signature
Aspiriant
Kestra Investment Management
Life Planning Partners
Jpmorgan Chase & Co
Merit Financial Group
UBS Group
BlackRock
Commonwealth Equity Services

View all funds holding iShares Russell 3000 Value Index