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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
2023-12-31 $207k 1.3k 165.19
2023-09-30 $210k 1.4k 151.84
2018-12-31 $372k 3.3k 111.08

More positions owned by TrinityPoint Wealth

Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Amazon (AMZN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Abbvie (ABBV)
CVS Caremark Corporation (CVS)
Honeywell International (HON)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Technology (XLK)
Merck & Co (MRK)
UnitedHealth (UNH)

View all positions for TrinityPoint Wealth

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Baird Financial
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
GLOBALT Investments LLC / GA
Stifel Financial

View all funds holding iShares Russell 1000 Value Index