Trifecta Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Hold |
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|
2025
Q1 | $153K | Hold |
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|
2024
Q4 | $161K | Hold |
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|
2024
Q3 | $157K | Hold |
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|
2024
Q2 | $149K | Hold |
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|
2024
Q1 | $144K | Hold |
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|
2023
Q4 | $131K | Hold |
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|
2023
Q3 | $117K | Hold |
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|
2023
Q2 | $122K | Hold |
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|
2023
Q1 | $113K | Hold |
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|
2022
Q4 | $105K | Buy |
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