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TritonPoint Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

TritonPoint Wealth’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$303K Buy
739
+145
+24% +$57.5K 0.03% 236
2026
Q1 		$212K Buy
594
+41
+7% +$15.3K 0.02% 262
2025
Q4 		$207K Sell
553
-2,514
-82% -$931K 0.02% 268
2025
Q3 		$1.12M Buy
3,067
+922
+43% +$325K 0.1% 145
2025
Q2 		$728K Buy
2,145
+4
+0.2% +$1.26K 0.07% 182
2025
Q1 		$657K Buy
2,141
+3
+0.1% +$970 0.06% 186
2024
Q4 		$689K Buy
2,138
+11
+0.5% +$3.56K 0.06% 178
2024
Q3 		$666K Buy
2,127
+34
+2% +$10.3K 0.06% 180
2024
Q2 		$623K Buy
2,093
+4
+0.2% +$1.15K 0.06% 180
2024
Q1 		$402K Buy
2,089
+556
+36% +$152K 0.04% 225
2023
Q4 		$402K Buy
+1,533
New +$375K 0.04% 235

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TritonPoint Wealth's IWB Position: Q2 2026 in Review

TritonPoint Wealth increased its iShares Russell 1000 ETF (IWB) stake by 24% in Q2 2026, buying an estimated $57.5K and bringing the position to 739 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #236.

TritonPoint Wealth first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.12M in Q3 2025. 1,555 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • TritonPoint Wealth held 739 shares of iShares Russell 1000 ETF worth $303K as of Q2 2026.
  • TritonPoint Wealth bought 145 iShares Russell 1000 ETF shares in Q2 2026, an estimated $57.5K.
  • iShares Russell 1000 ETF made up 0.03% of TritonPoint Wealth's portfolio in Q2 2026, its #236 holding.
  • TritonPoint Wealth first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's iShares Russell 1000 ETF position peaked at $1.12M in Q3 2025.
  • 1,555 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.