TritonPoint Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

TritonPoint Wealth’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 Q1	$573K	Hold	2,308	–	–	0.06%	162
2025 Q4	$568K	Sell	2,308 -873	-27%	-$215K	0.06%	165
2025 Q3	$770K	Sell	3,181 -28	-0.9%	-$6.42K	0.07%	181
2025 Q2	$692K	Sell	3,209 -236	-7%	-$47.5K	0.06%	186
2025 Q1	$687K	Buy	3,445 +1	+0%	+$217	0.07%	182
2024 Q4	$761K	Buy	3,444 +90	+3%	+$20.5K	0.07%	175
2024 Q3	$739K	Sell	3,354 -84	-2%	-$18K	0.07%	173
2024 Q2	$698K	Buy	3,438 +6	+0.2%	+$1.21K	0.07%	168
2024 Q1	$590K	Buy	3,432 +492	+17%	+$98.1K	0.06%	187
2023 Q4	$590K	Buy	+2,940	New	+$527K	0.06%	199

Other funds holding IWM

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

TritonPoint Wealth's IWM Position: Q1 2026 in Review

TritonPoint Wealth held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 2,308 shares worth $573K. The position accounts for 0.06% of the portfolio, ranked #162.

TritonPoint Wealth first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. The position peaked at $770K in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

TritonPoint Wealth held 2,308 shares of iShares Russell 2000 ETF worth $573K as of Q1 2026.
TritonPoint Wealth left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.06% of TritonPoint Wealth's portfolio in Q1 2026, its #162 holding.
TritonPoint Wealth first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's iShares Russell 2000 ETF position peaked at $770K in Q3 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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