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iShares Russell 1000 Value Index shares owned by Triangle Securities Wealth Management

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Triangle Securities Wealth Management from 13F filings

Historical chart of Triangle Securities Wealth Management investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index 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 Russell 1000 Value Index by Triangle Securities Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $358k 2.1k 174.47
2024-03-31 $363k 2.0k 179.11
2023-12-31 $336k 2.0k 165.25
2023-09-30 $381k 2.5k 151.82
2023-06-30 $434k 2.7k 157.83
2023-03-31 $418k 2.7k 152.26
2022-12-31 $427k 2.8k 151.65
2022-09-30 $396k 2.9k 135.99
2022-06-30 $431k 3.0k 145.07
2022-03-31 $488k 2.9k 166.04
2021-12-31 $494k 2.9k 167.86
2021-09-30 $461k 2.9k 156.64
2021-06-30 $407k 2.6k 158.43
2021-03-31 $382k 2.5k 151.47
2020-12-31 $346k 2.5k 136.81
2020-09-30 $294k 2.5k 118.12
2020-06-30 $272k 2.4k 112.68
2020-03-31 $326k 3.3k 99.09
2019-12-31 $582k 4.3k 136.43
2019-09-30 $494k 3.9k 128.15
2019-06-30 $475k 3.7k 128.48
2019-03-31 $470k 3.8k 123.52
2018-12-31 $404k 3.6k 111.14
2018-09-30 $610k 4.8k 126.56
2018-06-30 $575k 4.7k 121.36
2018-03-31 $579k 4.8k 119.93
2017-12-31 $482k 3.9k 124.45
2017-09-30 $388k 3.3k 118.55

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 Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
BlackRock

View all funds holding iShares Russell 1000 Value Index