iShares Russell 2000 Index shares owned by Trifecta Capital Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Trifecta Capital Advisors
from 13F filings
Historical chart of Trifecta Capital Advisors investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Trifecta Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Trifecta Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 16k | 241.96 |
| 2025-06-30 | $3.7M | 17k | 215.79 |
| 2025-03-31 | $3.4M | 17k | 199.49 |
| 2024-12-31 | $3.8M | 17k | 220.96 |
| 2024-09-30 | $3.8M | 17k | 220.89 |
| 2024-06-30 | $3.5M | 17k | 202.89 |
| 2024-03-31 | $3.7M | 18k | 210.30 |
| 2023-12-31 | $3.6M | 18k | 200.71 |
| 2023-09-30 | $3.2M | 18k | 176.74 |
| 2023-06-30 | $2.8M | 15k | 187.27 |
| 2023-03-31 | $2.7M | 15k | 178.40 |
| 2022-12-31 | $2.4M | 14k | 174.36 |