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iShares Russell 3000 Index shares owned by Tritonpoint Wealth

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Tritonpoint Wealth from 13F filings

Historical chart of Tritonpoint Wealth investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 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 3000 Index by Tritonpoint Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $267k 819 325.60
2024-06-30 $253k 819 308.67
2024-03-31 $553k 863 640.40
2023-12-31 $553k 2.0k 273.73

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 3000 Index

SCS Capital Management
Morgan Stanley
Northern Trust
BlackRock
Bank of America Corporation
Family Firm
International Assets Investment Management
BlackRock
Goldman Sachs Group
UNC Management Company
Pitcairn Company
LPL Financial
Jpmorgan Chase & Co
Evensky & Katz
Colony

View all funds holding iShares Russell 3000 Index