First Pacific Financial’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$114K	Buy	378 +27	+8%	+$7.59K	0.01%	203
2026 Q1	$87K	Sell	351 -104	-23%	-$26.8K	0.01%	207
2025 Q4	$112K	Buy	455 +2	+0.4%	+$492	0.01%	190
2025 Q3	$110K	Sell	453 -39	-8%	-$8.95K	0.02%	193
2025 Q2	$106K	Buy	492 +24	+5%	+$4.83K	0.02%	200
2025 Q1	$93.4K	Sell	468 -148	-24%	-$32.1K	0.02%	168
2024 Q4	$136K	Buy	616 +224	+57%	+$51.1K	0.03%	154
2024 Q3	$86.6K	Buy	392 +1	+0.3%	+$214	0.02%	172
2024 Q2	$79.3K	Sell	391 -24	-6%	-$4.85K	0.02%	158
2024 Q1	$87.3K	Buy	415 +1	+0.2%	+$199	0.02%	153
2023 Q4	$83.1K	Buy	414 +3	+0.7%	+$537	0.03%	156
2023 Q3	$72.6K	Buy	411 +4	+1%	+$751	0.03%	142
2023 Q2	$76.2K	Buy	+407	New	+$72.6K	0.03%	132

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

First Pacific Financial increased its iShares Russell 2000 ETF (IWM) stake by 7.7% in Q2 2026, buying an estimated $7.59K and bringing the position to 378 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #203.

First Pacific Financial first reported a position in IWM in Q2 2023 and has held it in 13 quarters since. The position peaked at $136K in Q4 2024. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

First Pacific Financial held 378 shares of iShares Russell 2000 ETF worth $114K as of Q2 2026.
First Pacific Financial bought 27 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.59K.
iShares Russell 2000 ETF made up 0.01% of First Pacific Financial's portfolio in Q2 2026, its #203 holding.
First Pacific Financial first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 13 quarters since.
First Pacific Financial's iShares Russell 2000 ETF position peaked at $136K in Q4 2024.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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