TritonPoint Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

TritonPoint Wealth’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$285K	Buy	2,934 +201	+7%	+$20.1K	0.03%	225
2025 Q4	$263K	Sell	2,733 -680	-20%	-$65.4K	0.03%	231
2025 Q3	$329K	Buy	3,413 +3	+0.1%	+$284	0.03%	281
2025 Q2	$314K	Buy	3,410 +2	+0.1%	+$173	0.03%	279
2025 Q1	$290K	Buy	3,408 +2	+0.1%	+$178	0.03%	282
2024 Q4	$301K	Buy	3,406 +366	+12%	+$33.2K	0.03%	272
2024 Q3	$268K	Sell	3,040 -70	-2%	-$5.9K	0.02%	286
2024 Q2	$252K	Buy	+3,110	New	+$253K	0.02%	274

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

TritonPoint Wealth's IWR Position: Q1 2026 in Review

TritonPoint Wealth increased its iShares Russell Mid-Cap ETF (IWR) stake by 7.4% in Q1 2026, buying an estimated $20.1K and bringing the position to 2,934 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #225.

TritonPoint Wealth first reported a position in IWR in Q2 2024 and has held it in 8 quarters since. The position peaked at $329K in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

TritonPoint Wealth held 2,934 shares of iShares Russell Mid-Cap ETF worth $285K as of Q1 2026.
TritonPoint Wealth bought 201 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $20.1K.
iShares Russell Mid-Cap ETF made up 0.03% of TritonPoint Wealth's portfolio in Q1 2026, its #225 holding.
TritonPoint Wealth first reported a position in iShares Russell Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
TritonPoint Wealth's iShares Russell Mid-Cap ETF position peaked at $329K in Q3 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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