TCA
Trifecta Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$105K | 0.04% | 104 |
|