First Pacific Financial’s iShares Russell 1000 ETF IWB Stock Holding History

First Pacific Financial’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$200K	Buy	480 +1	+0.2%	+$416	0.02%	192
2026 Q2	$196K	Sell	479 -32	-6%	-$12.7K	0.02%	176
2026 Q1	$182K	Buy	511 +1	+0.2%	+$373	0.02%	169
2025 Q4	$190K	Buy	510 +2	+0.4%	+$741	0.02%	170
2025 Q3	$186K	Buy	508 +1	+0.2%	+$352	0.03%	168
2025 Q2	$172K	Buy	507 +2	+0.4%	+$628	0.03%	171
2025 Q1	$155K	Sell	505 -11	-2%	-$3.56K	0.03%	145
2024 Q4	$166K	Sell	516 -1,685	-77%	-$546K	0.04%	144
2024 Q3	$692K	Sell	2,201 -231	-9%	-$70K	0.16%	93
2024 Q2	$723K	Sell	2,432 -45	-2%	-$12.9K	0.19%	77
2024 Q1	$714K	Sell	2,477 -4,323	-64%	-$1.18M	0.2%	79
2023 Q4	$1.78M	Buy	6,800 +159	+2%	+$38.9K	0.54%	25
2023 Q3	$1.56M	Sell	6,641 -4	-0.1%	-$979	0.7%	20
2023 Q2	$1.62M	Buy	6,645 +17	+0.3%	+$3.92K	0.69%	20
2023 Q1	$1.49M	Buy	6,628 +2	+0%	+$440	0.69%	19
2022 Q4	$1.39M	Buy	6,626 +60	+0.9%	+$12.7K	0.69%	20
2022 Q3	$1.3M	Hold	6,566	–	–	0.74%	17
2022 Q2	$1.36M	Buy	+6,566	New	+$1.48M	0.64%	24

Other funds holding IWB

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

First Pacific Financial's IWB Position: Q3 2026 in Review

First Pacific Financial increased its iShares Russell 1000 ETF (IWB) stake by 0.21% in Q3 2026, buying an estimated $416 and bringing the position to 480 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #192.

First Pacific Financial first reported a position in IWB in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.78M in Q4 2023. 656 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

First Pacific Financial held 480 shares of iShares Russell 1000 ETF worth $200K as of Q3 2026.
First Pacific Financial bought 1 iShares Russell 1000 ETF share in Q3 2026, an estimated $416.
iShares Russell 1000 ETF made up 0.02% of First Pacific Financial's portfolio in Q3 2026, its #192 holding.
First Pacific Financial first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 18 quarters since.
First Pacific Financial's iShares Russell 1000 ETF position peaked at $1.78M in Q4 2023.
656 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.