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iShares Dow Jones US Financial Svc. shares owned by Tritonpoint Wealth

Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Tritonpoint Wealth from 13F filings

Historical chart of Tritonpoint Wealth investment in iShares Dow Jones US Financial Svc.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial Svc. held by Tritonpoint Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Tritonpoint Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $400k 5.7k 70.74
2024-06-30 $336k 5.2k 65.21
2024-03-31 $389k 6.5k 59.74
2023-12-31 $476k 2.7k 179.21

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 Dow Jones US Financial Svc.

RiverFront Investment Group
Envestnet Asset Management
Goldman Sachs Group
Morgan Stanley
Raymond James & Associates
Royal Bank of Canada
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Baltimore-Washington Financial Advisors
Circle Wealth Management
Jpmorgan Chase & Co
International Assets Investment Management
Kozak & Associates
Janney Montgomery Scott

View all funds holding iShares Dow Jones US Financial Svc.