TRITONPOINT WEALTH, LLC IWO Holdings History
TRITONPOINT WEALTH, LLC's iShares Russell 2000 Growth ETF Holding Summary
As of 2025-06-30, TRITONPOINT WEALTH, LLC held 18,988.00 shares of iShares Russell 2000 Growth ETF(IWO), totaling $5.43 Mil. This investment constitutes 0.5% of their stock portfolio, and TRITONPOINT WEALTH, LLC now holds 0.05% of the outstanding iShares Russell 2000 Growth ETF(IWO) stock.
The initial trade took place in 2023Q4. And since then TRITONPOINT WEALTH, LLC has made 3 purchases of IWO, at an average price of $226.19, for a total of 24,003.00 shares. In addition, there have been 3 sales at an average price of $262.48 for 5,015.00 shares. Based on historical transaction data and IWO's current price of $292.76, TRITONPOINT WEALTH, LLC's estimated gain on his IWO holdings is $1.45 Mil, reflecting a 26.63% gain to date.
TRITONPOINT WEALTH, LLC IWO ($292.76) Holding Chart
TRITONPOINT WEALTH, LLC IWO ($292.76) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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