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Trifecta Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Trifecta Capital Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.63M Sell
14,622
-551
-4% -$142K 0.56% 46
2025
Q4 		$3.74M Sell
15,173
-570
-4% -$140K 0.55% 48
2025
Q3 		$3.81M Sell
15,743
-1,199
-7% -$275K 0.58% 47
2025
Q2 		$3.66M Buy
16,942
+145
+0.9% +$29.2K 0.61% 45
2025
Q1 		$3.35M Sell
16,797
-531
-3% -$115K 0.7% 42
2024
Q4 		$3.83M Sell
17,328
-77
-0.4% -$17.6K 0.76% 38
2024
Q3 		$3.84M Buy
17,405
+6
+0% +$1.28K 0.8% 41
2024
Q2 		$3.53M Sell
17,399
-126
-0.7% -$25.5K 0.78% 40
2024
Q1 		$3.69M Sell
17,525
-204
-1% -$40.7K 0.9% 35
2023
Q4 		$3.56M Sell
17,729
-125
-0.7% -$22.4K 0.98% 30
2023
Q3 		$3.16M Buy
17,854
+2,785
+18% +$523K 1.01% 30
2023
Q2 		$2.82M Sell
15,069
-80
-0.5% -$14.3K 0.91% 32
2023
Q1 		$2.7M Buy
15,149
+1,179
+8% +$217K 0.95% 30
2022
Q4 		$2.44M Buy
+13,970
New +$2.48M 0.97% 31

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Trifecta Capital Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 3.6% in Q1 2026, selling an estimated $142K and leaving 14,622 shares worth $3.63M. The position accounts for 0.56% of the portfolio, ranked #46.

Trifecta Capital Advisors first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.84M in Q3 2024. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Trifecta Capital Advisors held 14,622 shares of iShares Russell 2000 ETF worth $3.63M as of Q1 2026.
  • Trifecta Capital Advisors sold 551 iShares Russell 2000 ETF shares in Q1 2026, an estimated $142K.
  • iShares Russell 2000 ETF made up 0.56% of Trifecta Capital Advisors's portfolio in Q1 2026, its #46 holding.
  • Trifecta Capital Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
  • Trifecta Capital Advisors's iShares Russell 2000 ETF position peaked at $3.84M in Q3 2024.
  • 2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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