Trifecta Capital Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Hold |
1,737
| – | – | 0.08% | 73 |
|
|
2025
Q1 | $444K | Hold |
1,737
| – | – | 0.09% | 63 |
|
|
2024
Q4 | $500K | Hold |
1,737
| – | – | 0.1% | 63 |
|
|
2024
Q3 | $493K | Hold |
1,737
| – | – | 0.1% | 65 |
|
|
2024
Q2 | $456K | Hold |
1,737
| – | – | 0.1% | 65 |
|
|
2024
Q1 | $470K | Hold |
1,737
| – | – | 0.11% | 70 |
|
|
2023
Q4 | $438K | Hold |
1,737
| – | – | 0.12% | 68 |
|
|
2023
Q3 | $389K | Hold |
1,737
| – | – | 0.13% | 68 |
|
|
2023
Q2 | $422K | Buy |
1,737
+727
| +72% | +$176K | 0.14% | 69 |
|
|
2023
Q1 | $229K | Hold |
1,010
| – | – | 0.08% | 79 |
|
|
2022
Q4 | $217K | Buy |
+1,010
| New | +$217K | 0.09% | 83 |
|