Trivium Point Advisory’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Trivium Point Advisory’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	$459K	Buy	1,164 +9	+0.8%	+$3.28K	0.04%	262
2026 Q1	$362K	Sell	1,155 -9	-0.8%	-$2.99K	0.07%	218
2025 Q4	$376K	Hold	1,164	–	–	0.04%	269
2025 Q3	$373K	Hold	1,164	–	–	0.04%	269
2025 Q2	$333K	Hold	1,164	–	–	0.04%	280
2025 Q1	$297K	Sell	1,164 -6	-0.5%	-$1.69K	0.04%	286
2024 Q4	$337K	Buy	+1,170	New	+$346K	0.04%	275

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Trivium Point Advisory's IWO Position: Q2 2026 in Review

Trivium Point Advisory increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.78% in Q2 2026, buying an estimated $3.28K and bringing the position to 1,164 shares worth $459K. The position accounts for 0.04% of the portfolio, ranked #262.

Trivium Point Advisory first reported a position in IWO in Q4 2024 and has held it in 7 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Trivium Point Advisory held 1,164 shares of iShares Russell 2000 Growth ETF worth $459K as of Q2 2026.
Trivium Point Advisory bought 9 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $3.28K.
iShares Russell 2000 Growth ETF made up 0.04% of Trivium Point Advisory's portfolio in Q2 2026, its #262 holding.
Trivium Point Advisory first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.