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
Download as csvQuarterly reported holdings in iShares Russell 1000 Value Index by Tritonpoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $362k | 1.8k | 203.64 |
| 2025-06-30 | $393k | 2.0k | 194.27 |
| 2025-03-31 | $431k | 2.3k | 188.20 |
| 2024-12-31 | $475k | 2.6k | 185.10 |
| 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 |
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