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

Trifecta Capital Advisors’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$684K	Hold	1,737	–	–	0.09%	70
2026 Q1	$545K	Hold	1,737	–	–	0.08%	73
2025 Q4	$561K	Hold	1,737	–	–	0.08%	73
2025 Q3	$556K	Hold	1,737	–	–	0.08%	72
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%	+$167K	0.14%	69
2023 Q1	$229K	Hold	1,010	–	–	0.08%	79
2022 Q4	$217K	Buy	+1,010	New	+$221K	0.09%	83

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Trifecta Capital Advisors's IWO Position: Q2 2026 in Review

Trifecta Capital Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,737 shares worth $684K. The position accounts for 0.09% of the portfolio, ranked #70.

Trifecta Capital Advisors first reported a position in IWO in Q4 2022 and has held it in 15 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Trifecta Capital Advisors held 1,737 shares of iShares Russell 2000 Growth ETF worth $684K as of Q2 2026.
Trifecta Capital Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.09% of Trifecta Capital Advisors's portfolio in Q2 2026, its #70 holding.
Trifecta Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.