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iShares Russell 1000 Value Index shares owned by Tritonpoint Wealth

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

Historical chart of Tritonpoint 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 Tritonpoint 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 Tritonpoint Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $424k 2.2k 189.31
2024-06-30 $459k 2.6k 174.49
2024-03-31 $453k 2.7k 170.63
2023-12-31 $615k 3.7k 165.27

More positions owned by Tritonpoint Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Danaher Corporation (DHR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Broadstone Net Lease (BNL)
Visa Com Cl A (V)
Ishares Tr U.s. Tech Etf (IYW)
Accenture Plc Ireland Shs Class A (ACN)
Intuitive Surgical Com New (ISRG)
Mastercard Incorporated Cl A (MA)

View all positions for Tritonpoint Wealth

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