Trifecta Capital Advisors
IWF icon

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

Trifecta Capital Advisors’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$116K Hold
928
– – 0.01% 139
2026
Q2 		$115K Sell
928
-800
-46% -$96.4K 0.01% 144
2026
Q1 		$184K Hold
1,728
– – 0.03% 107
2025
Q4 		$204K Hold
1,728
– – 0.03% 103
2025
Q3 		$202K Hold
1,728
– – 0.03% 107
2025
Q2 		$183K Sell
1,728
-200
-10% -$19.1K 0.03% 104
2025
Q1 		$174K Sell
1,928
-200
-9% -$19.7K 0.04% 81
2024
Q4 		$214K Buy
2,128
+928
+77% +$91.3K 0.04% 81
2024
Q3 		$113K Hold
1,200
– – 0.02% 102
2024
Q2 		$109K Sell
1,200
-336
-22% -$28.7K 0.02% 102
2024
Q1 		$129K Sell
1,536
-1,304
-46% -$105K 0.03% 96
2023
Q4 		$215K Hold
2,840
– – 0.06% 81
2023
Q3 		$189K Hold
2,840
– – 0.06% 82
2023
Q2 		$195K Hold
2,840
– – 0.06% 84
2023
Q1 		$173K Sell
2,840
-480
-14% -$27.7K 0.06% 90
2022
Q4 		$178K Buy
+3,320
New +$183K 0.07% 89

Other funds holding IWF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Trifecta Capital Advisors's IWF Position: Q3 2026 in Review

Trifecta Capital Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 928 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #139.

Trifecta Capital Advisors first reported a position in IWF in Q4 2022 and has held it in 16 quarters since. The position peaked at $215K in Q4 2023. 2,060 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Trifecta Capital Advisors held 928 shares of iShares Russell 1000 Growth ETF worth $116K as of Q3 2026.
  • Trifecta Capital Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 0.01% of Trifecta Capital Advisors's portfolio in Q3 2026, its #139 holding.
  • Trifecta Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Trifecta Capital Advisors's iShares Russell 1000 Growth ETF position peaked at $215K in Q4 2023.
  • 2,060 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.