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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$273K	Buy	1,100 +4	+0.4%	+$1.01K	0.03%	177
2026 Q2	$266K	Sell	1,096 -1,014	-48%	-$236K	0.03%	162
2026 Q1	$451K	Buy	2,110 +1,369	+185%	+$300K	0.06%	132
2025 Q4	$156K	Buy	741 +1	+0.1%	+$207	0.02%	178
2025 Q3	$151K	Buy	740 +6	+0.8%	+$1.19K	0.02%	180
2025 Q2	$143K	Buy	734 +61	+9%	+$11.3K	0.02%	185
2025 Q1	$127K	Buy	673 +92	+16%	+$17.5K	0.03%	152
2024 Q4	$108K	Buy	581 +3	+0.5%	+$575	0.03%	170
2024 Q3	$110K	Buy	578 +3	+0.5%	+$547	0.03%	162
2024 Q2	$100K	Buy	575 +2	+0.3%	+$350	0.03%	149
2024 Q1	$103K	Sell	573 -9,943	-95%	-$1.68M	0.03%	144
2023 Q4	$1.74M	Buy	10,516 +129	+1%	+$19.9K	0.53%	27
2023 Q3	$1.58M	Hold	10,387	–	–	0.7%	19
2023 Q2	$1.64M	Buy	10,387 +603	+6%	+$92.2K	0.7%	19
2023 Q1	$1.49M	Buy	9,784 +49	+0.5%	+$7.57K	0.69%	20
2022 Q4	$1.48M	Sell	9,735 -425	-4%	-$63.6K	0.73%	19
2022 Q3	$1.38M	Hold	10,160	–	–	0.79%	16
2022 Q2	$1.47M	Buy	+10,160	New	+$1.59M	0.69%	21

Other funds holding IWD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.8B AUM 20.98% 1-Year Est. Return

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

First Pacific Financial increased its iShares Russell 1000 Value ETF (IWD) stake by 0.36% in Q3 2026, buying an estimated $1.01K and bringing the position to 1,100 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #177.

First Pacific Financial first reported a position in IWD in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.74M in Q4 2023. 1,784 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

First Pacific Financial held 1,100 shares of iShares Russell 1000 Value ETF worth $273K as of Q3 2026.
First Pacific Financial bought 4 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $1.01K.
iShares Russell 1000 Value ETF made up 0.03% of First Pacific Financial's portfolio in Q3 2026, its #177 holding.
First Pacific Financial first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 18 quarters since.
First Pacific Financial's iShares Russell 1000 Value ETF position peaked at $1.74M in Q4 2023.
1,784 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

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