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TritonPoint Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

TritonPoint Wealth’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.89M Sell
17,477
-738
-4% -$269K 0.68% 36
2026
Q1 		$5.72M Sell
18,215
-12
-0.1% -$3.99K 0.61% 43
2025
Q4 		$5.89M Sell
18,227
-272
-1% -$88.5K 0.6% 41
2025
Q3 		$5.92M Sell
18,499
-489
-3% -$148K 0.51% 51
2025
Q2 		$5.43M Sell
18,988
-4,270
-18% -$1.12M 0.5% 50
2025
Q1 		$5.94M Buy
23,258
+31
+0.1% +$8.75K 0.57% 46
2024
Q4 		$6.69M Sell
23,227
-64
-0.3% -$18.9K 0.61% 44
2024
Q3 		$6.6M Buy
23,291
+326
+1% +$89.3K 0.6% 44
2024
Q2 		$6.03M Buy
22,965
+33
+0.1% +$8.57K 0.58% 47
2024
Q1 		$5.84M Sell
22,932
-681
-3% -$174K 0.61% 46
2023
Q4 		$5.96M Buy
+23,613
New +$5.32M 0.58% 49

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TritonPoint Wealth's IWO Position: Q2 2026 in Review

TritonPoint Wealth reduced its iShares Russell 2000 Growth ETF (IWO) stake by 4.1% in Q2 2026, selling an estimated $269K and leaving 17,477 shares worth $6.89M. The position accounts for 0.68% of the portfolio, ranked #36.

TritonPoint Wealth first reported a position in IWO in Q4 2023 and has held it in 11 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • TritonPoint Wealth held 17,477 shares of iShares Russell 2000 Growth ETF worth $6.89M as of Q2 2026.
  • TritonPoint Wealth sold 738 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $269K.
  • iShares Russell 2000 Growth ETF made up 0.68% of TritonPoint Wealth's portfolio in Q2 2026, its #36 holding.
  • TritonPoint Wealth first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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