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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Trifecta Capital Advisors's IWF Position: Q2 2026 in Review

Trifecta Capital Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 46% in Q2 2026, selling an estimated $96.4K and leaving 928 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #144.

Trifecta Capital Advisors first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. The position peaked at $215K in Q4 2023. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Trifecta Capital Advisors held 928 shares of iShares Russell 1000 Growth ETF worth $115K as of Q2 2026.
Trifecta Capital Advisors sold 800 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $96.4K.
iShares Russell 1000 Growth ETF made up 0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #144 holding.
Trifecta Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Trifecta Capital Advisors's iShares Russell 1000 Growth ETF position peaked at $215K in Q4 2023.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.