TCA
Trifecta Capital Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $183K | Sell |
432
-50
| -10% | -$21.2K | 0.03% | 104 |
|
2025
Q1 | $174K | Sell |
482
-50
| -9% | -$18.1K | 0.04% | 81 |
|
2024
Q4 | $214K | Buy |
532
+232
| +77% | +$93.2K | 0.04% | 81 |
|
2024
Q3 | $113K | Hold |
300
| – | – | 0.02% | 102 |
|
2024
Q2 | $109K | Sell |
300
-84
| -22% | -$30.6K | 0.02% | 102 |
|
2024
Q1 | $129K | Sell |
384
-326
| -46% | -$110K | 0.03% | 96 |
|
2023
Q4 | $215K | Hold |
710
| – | – | 0.06% | 81 |
|
2023
Q3 | $189K | Hold |
710
| – | – | 0.06% | 82 |
|
2023
Q2 | $195K | Hold |
710
| – | – | 0.06% | 84 |
|
2023
Q1 | $173K | Sell |
710
-120
| -14% | -$29.3K | 0.06% | 90 |
|
2022
Q4 | $178K | Buy |
+830
| New | +$178K | 0.07% | 89 |
|