Trifecta Capital Advisors
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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
Q3 		$4.12M Buy
14,840
+272
+2% +$79.9K 0.51% 46
2026
Q2 		$4.38M Sell
14,568
-54
-0.4% -$15.2K 0.56% 44
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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

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

Trifecta Capital Advisors increased its iShares Russell 2000 ETF (IWM) stake by 1.9% in Q3 2026, buying an estimated $79.9K and bringing the position to 14,840 shares worth $4.12M. The position accounts for 0.51% of the portfolio, ranked #46.

Trifecta Capital Advisors first reported a position in IWM in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.38M in Q2 2026. 1,818 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Trifecta Capital Advisors held 14,840 shares of iShares Russell 2000 ETF worth $4.12M as of Q3 2026.
  • Trifecta Capital Advisors bought 272 iShares Russell 2000 ETF shares in Q3 2026, an estimated $79.9K.
  • iShares Russell 2000 ETF made up 0.51% of Trifecta Capital Advisors's portfolio in Q3 2026, its #46 holding.
  • Trifecta Capital Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 16 quarters since.
  • Trifecta Capital Advisors's iShares Russell 2000 ETF position peaked at $4.38M in Q2 2026.
  • 1,818 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

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