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iShares Russell 1000 Value Index shares owned by TrinityPoint Wealth

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

Historical chart of TrinityPoint Wealth 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 TrinityPoint Wealth 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 TrinityPoint Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $429k 2.3k 185.11
2024-09-30 $286k 1.5k 189.82
2024-06-30 $221k 1.3k 174.41
2024-03-31 $227k 1.3k 179.12
2023-12-31 $207k 1.3k 165.19
2023-09-30 $210k 1.4k 151.84
2018-12-31 $372k 3.3k 111.08

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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 Russell 1000 Value Index

Morgan Stanley
Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Elliott Investment Management
Wells Fargo & Company
Northern Trust
LPL Financial
Prudential Financial
M^T Bank Corporation

View all funds holding iShares Russell 1000 Value Index