TritonPoint Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

TritonPoint Wealth’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$363K	Buy	3,408 +504	+17%	+$57.2K	0.04%	204
2025 Q4	$344K	Sell	2,904 -5,616	-66%	-$665K	0.03%	207
2025 Q3	$998K	Sell	8,520 -1,144	-12%	-$127K	0.09%	156
2025 Q2	$1.03M	Sell	9,664 -2,876	-23%	-$275K	0.09%	154
2025 Q1	$1.13M	Sell	12,540 -720	-5%	-$71K	0.11%	146
2024 Q4	$1.33M	Buy	13,260 +880	+7%	+$86.6K	0.12%	132
2024 Q3	$1.16M	Sell	12,380 -400	-3%	-$36.3K	0.11%	142
2024 Q2	$1.16M	Buy	12,780 +1,768	+16%	+$151K	0.11%	137
2024 Q1	$834K	Sell	11,012 -2,876	-21%	-$232K	0.09%	158
2023 Q4	$1.05M	Buy	+13,888	New	+$982K	0.1%	148

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TritonPoint Wealth's IWF Position: Q1 2026 in Review

TritonPoint Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 17% in Q1 2026, buying an estimated $57.2K and bringing the position to 3,408 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #204.

TritonPoint Wealth first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.33M in Q4 2024. 2,436 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

TritonPoint Wealth held 3,408 shares of iShares Russell 1000 Growth ETF worth $363K as of Q1 2026.
TritonPoint Wealth bought 504 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $57.2K.
iShares Russell 1000 Growth ETF made up 0.04% of TritonPoint Wealth's portfolio in Q1 2026, its #204 holding.
TritonPoint Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's iShares Russell 1000 Growth ETF position peaked at $1.33M in Q4 2024.
2,436 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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