Trifecta Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Trifecta Capital Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$178K	Hold	500	–	–	0.03%	109
2025 Q4	$187K	Hold	500	–	–	0.03%	109
2025 Q3	$183K	Hold	500	–	–	0.03%	113
2025 Q2	$170K	Hold	500	–	–	0.03%	111
2025 Q1	$153K	Hold	500	–	–	0.03%	89
2024 Q4	$161K	Hold	500	–	–	0.03%	91
2024 Q3	$157K	Hold	500	–	–	0.03%	90
2024 Q2	$149K	Hold	500	–	–	0.03%	90
2024 Q1	$144K	Hold	500	–	–	0.04%	89
2023 Q4	$131K	Hold	500	–	–	0.04%	95
2023 Q3	$117K	Hold	500	–	–	0.04%	96
2023 Q2	$122K	Hold	500	–	–	0.04%	99
2023 Q1	$113K	Hold	500	–	–	0.04%	106
2022 Q4	$105K	Buy	+500	New	+$106K	0.04%	104

Other funds holding IWB

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Trifecta Capital Advisors's IWB Position: Q1 2026 in Review

Trifecta Capital Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 500 shares worth $178K. The position accounts for 0.03% of the portfolio, ranked #109.

Trifecta Capital Advisors first reported a position in IWB in Q4 2022 and has held it in 14 quarters since. The position peaked at $187K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Trifecta Capital Advisors held 500 shares of iShares Russell 1000 ETF worth $178K as of Q1 2026.
Trifecta Capital Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.03% of Trifecta Capital Advisors's portfolio in Q1 2026, its #109 holding.
Trifecta Capital Advisors first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's iShares Russell 1000 ETF position peaked at $187K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.