Trivium Point Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Trivium Point Advisory’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.12M	Sell	10,472 -3,288	-24%	-$373K	0.2%	121
2025 Q4	$1.63M	Sell	13,760 -32	-0.2%	-$3.79K	0.16%	133
2025 Q3	$1.62M	Buy	13,792 +40	+0.3%	+$4.45K	0.16%	131
2025 Q2	$1.46M	Sell	13,752 -48	-0.3%	-$4.59K	0.16%	141
2025 Q1	$1.25M	Buy	13,800 +16	+0.1%	+$1.58K	0.15%	149
2024 Q4	$1.38M	Buy	13,784 +11,060	+406%	+$1.09M	0.17%	142
2024 Q3	$271K	Buy	2,724 +92	+3%	+$8.34K	0.04%	293
2024 Q2	$240K	Hold	2,632	–	–	0.04%	276
2024 Q1	$222K	Buy	+2,632	New	+$212K	0.05%	205
2022 Q2	–	Sell	-8,448	Closed	-$574K	–	220
2022 Q1	$574K	Buy	8,448 +1,156	+16%	+$78.9K	0.13%	157
2021 Q4	$557K	Hold	7,292	–	–	0.12%	159
2021 Q3	$509K	Sell	7,292 -40	-0.5%	-$2.83K	0.12%	151
2021 Q2	$498K	Buy	7,332 +472	+7%	+$30.4K	0.12%	154
2021 Q1	$417K	Sell	6,860 -692	-9%	-$42.1K	0.11%	152
2020 Q4	$456K	Buy	7,552 +836	+12%	+$47.6K	0.13%	144
2020 Q3	$364K	Buy	6,716 +900	+15%	+$47.4K	0.13%	137
2020 Q2	$290K	Buy	+5,816	New	+$256K	0.11%	136

Other funds holding IWF

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Trivium Point Advisory's IWF Position: Q1 2026 in Review

Trivium Point Advisory reduced its iShares Russell 1000 Growth ETF (IWF) stake by 24% in Q1 2026, selling an estimated $373K and leaving 10,472 shares worth $1.12M. The position accounts for 0.2% of the portfolio, ranked #121.

Trivium Point Advisory first reported a position in IWF in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.63M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Trivium Point Advisory held 10,472 shares of iShares Russell 1000 Growth ETF worth $1.12M as of Q1 2026.
Trivium Point Advisory sold 3,288 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $373K.
iShares Russell 1000 Growth ETF made up 0.2% of Trivium Point Advisory's portfolio in Q1 2026, its #121 holding.
Trivium Point Advisory first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and has held it in 17 quarters since.
Trivium Point Advisory's iShares Russell 1000 Growth ETF position peaked at $1.63M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.