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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$497K Hold
2025
Q1
$444K Hold
2024
Q4
$500K Hold
2024
Q3
$493K Hold
2024
Q2
$456K Hold
2024
Q1
$470K Hold
2023
Q4
$438K Hold
2023
Q3
$389K Hold
2023
Q2
$422K Buy
2023
Q1
$229K Hold
2022
Q4
$217K Buy