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TritonPoint Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

TritonPoint Wealth’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$465K Buy
2,176
+836
+62% +$183K 0.05% 182
2025
Q4 		$282K Sell
1,340
-436
-25% -$90.1K 0.03% 224
2025
Q3 		$362K Sell
1,776
-249
-12% -$49.5K 0.03% 264
2025
Q2 		$393K Sell
2,025
-263
-11% -$48.7K 0.04% 241
2025
Q1 		$431K Sell
2,288
-278
-11% -$52.9K 0.04% 229
2024
Q4 		$475K Buy
2,566
+327
+15% +$62.7K 0.04% 212
2024
Q3 		$424K Sell
2,239
-393
-15% -$71.6K 0.04% 227
2024
Q2 		$459K Sell
2,632
-21
-0.8% -$3.67K 0.04% 211
2024
Q1 		$453K Sell
2,653
-1,066
-29% -$180K 0.05% 212
2023
Q4 		$615K Buy
+3,719
New +$574K 0.06% 192

Other funds holding IWD

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TritonPoint Wealth's IWD Position: Q1 2026 in Review

TritonPoint Wealth increased its iShares Russell 1000 Value ETF (IWD) stake by 62% in Q1 2026, buying an estimated $183K and bringing the position to 2,176 shares worth $465K. The position accounts for 0.05% of the portfolio, ranked #182.

TritonPoint Wealth first reported a position in IWD in Q4 2023 and has held it in 10 quarters since. The position peaked at $615K in Q4 2023. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • TritonPoint Wealth held 2,176 shares of iShares Russell 1000 Value ETF worth $465K as of Q1 2026.
  • TritonPoint Wealth bought 836 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $183K.
  • iShares Russell 1000 Value ETF made up 0.05% of TritonPoint Wealth's portfolio in Q1 2026, its #182 holding.
  • TritonPoint Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 10 quarters since.
  • TritonPoint Wealth's iShares Russell 1000 Value ETF position peaked at $615K in Q4 2023.
  • 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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