Trifecta Capital Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$168K	Hold	1,146	–	–	0.02%	123
2026 Q1	$147K	Hold	1,146	–	–	0.02%	123
2025 Q4	$157K	Hold	1,146	–	–	0.02%	118
2025 Q3	$163K	Hold	1,146	–	–	0.02%	120
2025 Q2	$159K	Hold	1,146	–	–	0.03%	119
2025 Q1	$135K	Hold	1,146	–	–	0.03%	98
2024 Q4	$145K	Hold	1,146	–	–	0.03%	97
2024 Q3	$134K	Hold	1,146	–	–	0.03%	95
2024 Q2	$126K	Hold	1,146	–	–	0.03%	99
2024 Q1	$131K	Buy	+1,146	New	+$124K	0.03%	94

Other funds holding IWP

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

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CCWM

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

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

Trifecta Capital Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,146 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #123.

Trifecta Capital Advisors first reported a position in IWP in Q1 2024 and has held it in 10 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Trifecta Capital Advisors held 1,146 shares of iShares Russell Mid-Cap Growth ETF worth $168K as of Q2 2026.
Trifecta Capital Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Trifecta Capital Advisors's portfolio in Q2 2026, its #123 holding.
Trifecta Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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