FPF
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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
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

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

First Pacific Financial's IWB Position: Q2 2026 in Review

First Pacific Financial reduced its iShares Russell 1000 ETF (IWB) stake by 6.3% in Q2 2026, selling an estimated $12.7K and leaving 479 shares worth $196K. The position accounts for 0.02% of the portfolio, ranked #176.

First Pacific Financial first reported a position in IWB in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.78M in Q4 2023. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • First Pacific Financial held 479 shares of iShares Russell 1000 ETF worth $196K as of Q2 2026.
  • First Pacific Financial sold 32 iShares Russell 1000 ETF shares in Q2 2026, an estimated $12.7K.
  • iShares Russell 1000 ETF made up 0.02% of First Pacific Financial's portfolio in Q2 2026, its #176 holding.
  • First Pacific Financial first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 17 quarters since.
  • First Pacific Financial's iShares Russell 1000 ETF position peaked at $1.78M in Q4 2023.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.