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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Trifecta Capital Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 1,737 shares worth $545K. The position accounts for 0.08% of the portfolio, ranked #73.

Trifecta Capital Advisors first reported a position in IWO in Q4 2022 and has held it in 14 quarters since. The position peaked at $561K in Q4 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Trifecta Capital Advisors held 1,737 shares of iShares Russell 2000 Growth ETF worth $545K as of Q1 2026.
Trifecta Capital Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.08% of Trifecta Capital Advisors's portfolio in Q1 2026, its #73 holding.
Trifecta Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's iShares Russell 2000 Growth ETF position peaked at $561K in Q4 2025.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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