Triton Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Triton Wealth Management’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
2026 Q2	$324K	Buy	1,103 +39	+4%	+$11K	0.1%	94
2026 Q1	$268K	Sell	1,064 -10	-0.9%	-$2.58K	0.1%	97
2025 Q4	$279K	Buy	+1,074	New	+$264K	0.11%	93
2021 Q4	–	Sell	-965	Closed	-$217K	–	100
2021 Q3	$217K	Sell	965 -1,154	-54%	-$256K	0.1%	95
2021 Q2	$470K	Sell	2,119 -175	-8%	-$39.3K	0.27%	64
2021 Q1	$514K	Buy	2,294 +1,178	+106%	+$257K	0.35%	55
2020 Q4	$219K	Sell	1,116 -7,624	-87%	-$1.33M	0.14%	78
2020 Q3	$1.37M	Sell	8,740 -216	-2%	-$32.5K	1.15%	20
2020 Q2	$1.32M	Buy	8,956 +102	+1%	+$13.4K	1.37%	15
2020 Q1	$1.15M	Buy	+8,854	New	+$1.32M	1.85%	13

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Triton Wealth Management's IWM Position: Q2 2026 in Review

Triton Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 3.7% in Q2 2026, buying an estimated $11K and bringing the position to 1,103 shares worth $324K. The position accounts for 0.1% of the portfolio, ranked #94.

Triton Wealth Management first reported a position in IWM in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.37M in Q3 2020. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Triton Wealth Management held 1,103 shares of iShares Russell 2000 ETF worth $324K as of Q2 2026.
Triton Wealth Management bought 39 iShares Russell 2000 ETF shares in Q2 2026, an estimated $11K.
iShares Russell 2000 ETF made up 0.1% of Triton Wealth Management's portfolio in Q2 2026, its #94 holding.
Triton Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 10 quarters since.
Triton Wealth Management's iShares Russell 2000 ETF position peaked at $1.37M in Q3 2020.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Triton Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.