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iShares Russell 2000 Growth Index shares owned by Trifecta Capital Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by Trifecta Capital Advisors from 13F filings

Historical chart of Trifecta Capital Advisors investment in iShares Russell 2000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Growth 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 Growth Index by Trifecta Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $470k 1.7k 270.80
2023-12-31 $438k 1.7k 252.22
2023-09-30 $389k 1.7k 224.15
2023-06-30 $422k 1.7k 242.66
2023-03-31 $229k 1.0k 226.82
2022-12-31 $217k 1.0k 214.52

More positions owned by Trifecta Capital Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p Mcp Etf (IJH)
Palo Alto Networks (PANW)
Caterpillar (CAT)

View all positions for Trifecta Capital Advisors

Top funds holding iShares Russell 2000 Growth Index

Bank of America Corporation
Babson Capital Management
Tiaa Trust, National Association
Wells Fargo & Company
Cassaday & Co Wealth Management
Goldman Sachs Group
Commonwealth Equity Services
Pnc Financial Services
Cohen Klingenstein
UBS Group
Alliancebernstein
Us Bancorp
D.A. Davidson & Co.
M^T Bank Corporation
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Growth Index