TritonPoint Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

TritonPoint Wealth’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-813	Closed	-$308K	–	314
2025 Q3	$308K	Sell	813 -65	-7%	-$23.7K	0.03%	291
2025 Q2	$308K	Buy	878 +52	+6%	+$16.9K	0.03%	283
2025 Q1	$262K	Sell	826 -195	-19%	-$65.4K	0.03%	301
2024 Q4	$341K	Buy	1,021 +202	+25%	+$68K	0.03%	254
2024 Q3	$267K	Hold	819	–	–	0.02%	287
2024 Q2	$253K	Sell	819 -44	-5%	-$13.1K	0.02%	273
2024 Q1	$553K	Sell	863 -1,156	-57%	-$330K	0.06%	191
2023 Q4	$553K	Buy	+2,019	New	+$515K	0.05%	204

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 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

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

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

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

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

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

TritonPoint Wealth's IWV Position: Q4 2025 in Review

TritonPoint Wealth sold out of iShares Russell 3000 ETF (IWV) in Q4 2025, closing a stake of 813 shares — an estimated $308K sold.

TritonPoint Wealth first reported a position in IWV in Q4 2023 and held it in 8 quarters. The position peaked at $553K in Q1 2024. 896 funds tracked by Wall St. Rank hold IWV as of Q4 2025.

TritonPoint Wealth reported no remaining iShares Russell 3000 ETF position as of Q4 2025 after selling out during the quarter.
TritonPoint Wealth sold 813 iShares Russell 3000 ETF shares in Q4 2025, an estimated $308K.
TritonPoint Wealth first reported a position in iShares Russell 3000 ETF in Q4 2023 and held it in 8 quarters.
TritonPoint Wealth's iShares Russell 3000 ETF position peaked at $553K in Q1 2024.
896 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.