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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

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

First Pacific Financial reduced its iShares Russell 1000 Value ETF (IWD) stake by 48% in Q2 2026, selling an estimated $236K and leaving 1,096 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #162.

First Pacific Financial first reported a position in IWD in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.74M in Q4 2023. 819 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

First Pacific Financial held 1,096 shares of iShares Russell 1000 Value ETF worth $266K as of Q2 2026.
First Pacific Financial sold 1,014 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $236K.
iShares Russell 1000 Value ETF made up 0.03% of First Pacific Financial's portfolio in Q2 2026, its #162 holding.
First Pacific Financial first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 17 quarters since.
First Pacific Financial's iShares Russell 1000 Value ETF position peaked at $1.74M in Q4 2023.
819 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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