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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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. 1,550 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.
1,550 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.