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

TritonPoint Wealth’s Portfolio IWV Stock Details IWV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$308K	Sell
2025 Q2	$308K	Buy
2025 Q1	$262K	Sell
2024 Q4	$341K	Buy
2024 Q3	$267K	Hold
2024 Q2	$253K	Sell
2024 Q1	$553K	Sell
2023 Q4	$553K	Buy