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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

TritonPoint Wealth's IWB Position: Q1 2026 in Review

TritonPoint Wealth increased its iShares Russell 1000 ETF (IWB) stake by 7.4% in Q1 2026, buying an estimated $15.3K and bringing the position to 594 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #262.

TritonPoint Wealth first reported a position in IWB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.12M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • TritonPoint Wealth held 594 shares of iShares Russell 1000 ETF worth $212K as of Q1 2026.
  • TritonPoint Wealth bought 41 iShares Russell 1000 ETF shares in Q1 2026, an estimated $15.3K.
  • iShares Russell 1000 ETF made up 0.02% of TritonPoint Wealth's portfolio in Q1 2026, its #262 holding.
  • TritonPoint Wealth first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
  • TritonPoint Wealth's iShares Russell 1000 ETF position peaked at $1.12M in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.