Trivium Point Advisory’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,678	Closed	-$230K	–	305
2025 Q4	$230K	Hold	1,678	–	–	0.02%	319
2025 Q3	$239K	Hold	1,678	–	–	0.02%	319
2025 Q2	$233K	Sell	1,678 -122	-7%	-$15.4K	0.03%	318
2025 Q1	$211K	Sell	1,800 -231	-11%	-$29.7K	0.03%	324
2024 Q4	$257K	Sell	2,031 -2	-0.1%	-$254	0.03%	302
2024 Q3	$266K	Buy	2,033 +18	+0.9%	+$2.01K	0.04%	297
2024 Q2	$222K	Hold	2,015	–	–	0.03%	285
2024 Q1	$230K	Hold	2,015	–	–	0.05%	203
2023 Q4	$210K	Buy	+2,015	New	+$191K	0.05%	189
2022 Q3	–	Sell	-2,712	Closed	-$226K	–	198
2022 Q2	$226K	Hold	2,712	–	–	0.07%	179
2022 Q1	$266K	Hold	2,712	–	–	0.06%	196
2021 Q4	$312K	Hold	2,712	–	–	0.07%	191
2021 Q3	$309K	Sell	2,712 -20	-0.7%	-$2.3K	0.07%	184
2021 Q2	$309K	Hold	2,732	–	–	0.08%	181
2021 Q1	$279K	Hold	2,732	–	–	0.08%	174
2020 Q4	$287K	Sell	2,732 -80	-3%	-$7.61K	0.08%	165
2020 Q3	$243K	Hold	2,812	–	–	0.09%	152
2020 Q2	$229K	Buy	+2,812	New	+$204K	0.09%	149
2020 Q1	–	Sell	-3,486	Closed	-$266K	–	159
2019 Q4	$266K	Hold	3,486	–	–	0.1%	137
2019 Q3	$243K	Sell	3,486 -3,382	-49%	-$243K	0.11%	141
2019 Q2	$490K	Sell	6,868 -248	-3%	-$17.2K	0.22%	123
2019 Q1	$483K	Sell	7,116 -230	-3%	-$14.8K	0.23%	121
2018 Q4	$418K	Buy	+7,346	New	+$447K	0.25%	113

Other funds holding IWP

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Trivium Point Advisory sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 1,678 shares — an estimated $230K sold.

Trivium Point Advisory first reported a position in IWP in Q4 2018 and held it in 23 quarters. The position peaked at $490K in Q2 2019. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Trivium Point Advisory reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Trivium Point Advisory sold 1,678 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $230K.
Trivium Point Advisory first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and held it in 23 quarters.
Trivium Point Advisory's iShares Russell Mid-Cap Growth ETF position peaked at $490K in Q2 2019.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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