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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Trifecta Capital Advisors's IWF Position: Q1 2026 in Review

Trifecta Capital Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 1,728 shares worth $184K. The position accounts for 0.03% of the portfolio, ranked #107.

Trifecta Capital Advisors first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. The position peaked at $215K in Q4 2023. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Trifecta Capital Advisors held 1,728 shares of iShares Russell 1000 Growth ETF worth $184K as of Q1 2026.
Trifecta Capital Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.03% of Trifecta Capital Advisors's portfolio in Q1 2026, its #107 holding.
Trifecta Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's iShares Russell 1000 Growth ETF position peaked at $215K in Q4 2023.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.