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iShares Russell Midcap Growth Idx. shares owned by Tritonpoint Wealth

Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by Tritonpoint Wealth from 13F filings

Historical chart of Tritonpoint Wealth investment in iShares Russell Midcap Growth Idx.

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Growth Idx. 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 Midcap Growth Idx. by Tritonpoint Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $220k 1.7k 126.75
2024-09-30 $204k 1.7k 117.24
2023-12-31 $297k 2.8k 104.46

More positions owned by Tritonpoint Wealth

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

View all positions for Tritonpoint Wealth

Top funds holding iShares Russell Midcap Growth Idx.

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Tiaa Trust, National Association
Pnc Financial Services
Ameriprise Financial
Commonwealth Equity Services
UBS Group
LPL Financial
Cassaday & Co Wealth Management
Envestnet Portfolio Solutions
Commerce Bank N A
First Citizens Bank & Trust
Envestnet Asset Management

View all funds holding iShares Russell Midcap Growth Idx.