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TrinityPoint Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

TrinityPoint Wealth’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$687K Buy
6,840
+1,044
+18% +$103K 0.1% 194
2024
Q3 		$544K Buy
5,796
+604
+12% +$54.8K 0.08% 216
2024
Q2 		$473K Sell
5,192
-280
-5% -$23.9K 0.07% 210
2024
Q1 		$461K Sell
5,472
-40
-0.7% -$3.22K 0.08% 206
2023
Q4 		$418K Sell
5,512
-416
-7% -$29.4K 0.08% 208
2023
Q3 		$394K Sell
5,928
-200
-3% -$13.8K 0.08% 206
2023
Q2 		$422K Hold
6,128
– – 0.08% 195
2023
Q1 		$374K Buy
6,128
+224
+4% +$12.9K 0.08% 199
2022
Q4 		$316K Hold
5,904
– – 0.07% 209
2022
Q3 		$311K Sell
5,904
-8
-0.1% -$470 0.07% 198
2022
Q2 		$323K Sell
5,912
-92
-2% -$5.52K 0.07% 203
2022
Q1 		$417K Buy
6,004
+372
+7% +$25.4K 0.08% 201
2021
Q4 		$430K Sell
5,632
-12
-0.2% -$890 0.08% 207
2021
Q3 		$387K Buy
5,644
+372
+7% +$26.3K 0.07% 210
2021
Q2 		$358K Sell
5,272
-280
-5% -$18.1K 0.07% 201
2021
Q1 		$337K Hold
5,552
– – 0.08% 189
2020
Q4 		$346K Buy
5,552
+980
+21% +$55.8K 0.08% 182
2020
Q3 		$248K Sell
4,572
-384
-8% -$20.2K 0.07% 190
2020
Q2 		$238K Buy
+4,956
New +$218K 0.08% 187
2020
Q1 		– Sell
-4,744
Closed -$209K – 204
2019
Q4 		$209K Buy
+4,744
New +$198K 0.07% 200
2019
Q2 		– Sell
-5,628
Closed -$213K – 178
2019
Q1 		$213K Sell
5,628
-7,704
-58% -$277K 0.1% 170
2018
Q4 		$436K Buy
+13,332
New +$470K 0.27% 95

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TrinityPoint Wealth's IWF Position: Q4 2024 in Review

TrinityPoint Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 18% in Q4 2024, buying an estimated $103K and bringing the position to 6,840 shares worth $687K. The position accounts for 0.1% of the portfolio, ranked #194.

TrinityPoint Wealth first reported a position in IWF in Q4 2018 and has held it in 22 quarters since. 2,303 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

  • TrinityPoint Wealth held 6,840 shares of iShares Russell 1000 Growth ETF worth $687K as of Q4 2024.
  • TrinityPoint Wealth bought 1,044 iShares Russell 1000 Growth ETF shares in Q4 2024, an estimated $103K.
  • iShares Russell 1000 Growth ETF made up 0.1% of TrinityPoint Wealth's portfolio in Q4 2024, its #194 holding.
  • TrinityPoint Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 22 quarters since.
  • 2,303 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.