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TrinityPoint Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

TrinityPoint Wealth’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$266K Hold
1,204
– – 0.04% 284
2024
Q3 		$266K Hold
1,204
– – 0.04% 279
2024
Q2 		$244K Sell
1,204
-21
-2% -$4.24K 0.04% 280
2024
Q1 		$258K Sell
1,225
-108
-8% -$21.5K 0.04% 265
2023
Q4 		$268K Hold
1,333
– – 0.05% 252
2023
Q3 		$236K Hold
1,333
– – 0.05% 253
2023
Q2 		$250K Sell
1,333
-24
-2% -$4.28K 0.05% 239
2023
Q1 		$242K Sell
1,357
-58
-4% -$10.7K 0.05% 238
2022
Q4 		$247K Hold
1,415
– – 0.06% 236
2022
Q3 		$233K Hold
1,415
– – 0.05% 244
2022
Q2 		$240K Sell
1,415
-108
-7% -$19.9K 0.05% 237
2022
Q1 		$313K Buy
1,523
+41
+3% +$8.36K 0.06% 241
2021
Q4 		$330K Sell
1,482
-1,031
-41% -$233K 0.06% 239
2021
Q3 		$550K Buy
2,513
+1,344
+115% +$298K 0.11% 163
2021
Q2 		$268K Sell
1,169
-8,595
-88% -$1.93M 0.05% 224
2021
Q1 		$2.16M Buy
9,764
+244
+3% +$53.3K 0.5% 52
2020
Q4 		$2.03M Buy
9,520
+560
+6% +$98K 0.49% 56
2020
Q3 		$1.34M Buy
8,960
+320
+4% +$48.1K 0.37% 71
2020
Q2 		$1.24M Buy
8,640
+106
+1% +$13.9K 0.39% 72
2020
Q1 		$977K Buy
8,534
+7,325
+606% +$1.09M 0.39% 70
2019
Q4 		$200K Buy
+1,209
New +$191K 0.07% 207

Other funds holding IWM

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TrinityPoint Wealth's IWM Position: Q4 2024 in Review

TrinityPoint Wealth held its iShares Russell 2000 ETF (IWM) position steady in Q4 2024 at 1,204 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #284.

TrinityPoint Wealth first reported a position in IWM in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.16M in Q1 2021. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • TrinityPoint Wealth held 1,204 shares of iShares Russell 2000 ETF worth $266K as of Q4 2024.
  • TrinityPoint Wealth left its iShares Russell 2000 ETF share count unchanged in Q4 2024.
  • iShares Russell 2000 ETF made up 0.04% of TrinityPoint Wealth's portfolio in Q4 2024, its #284 holding.
  • TrinityPoint Wealth first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 21 quarters since.
  • TrinityPoint Wealth's iShares Russell 2000 ETF position peaked at $2.16M in Q1 2021.
  • 2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

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