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 Q3	$89.6K	Sell	322 -56	-15%	-$16.4K	0.01%	237
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

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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

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

First Pacific Financial reduced its iShares Russell 2000 ETF (IWM) stake by 15% in Q3 2026, selling an estimated $16.4K and leaving 322 shares worth $89.6K. The position accounts for 0.01% of the portfolio, ranked #237.

First Pacific Financial first reported a position in IWM in Q2 2023 and has held it in 14 quarters since. The position peaked at $136K in Q4 2024. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

First Pacific Financial held 322 shares of iShares Russell 2000 ETF worth $89.6K as of Q3 2026.
First Pacific Financial sold 56 iShares Russell 2000 ETF shares in Q3 2026, an estimated $16.4K.
iShares Russell 2000 ETF made up 0.01% of First Pacific Financial's portfolio in Q3 2026, its #237 holding.
First Pacific Financial first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 14 quarters since.
First Pacific Financial's iShares Russell 2000 ETF position peaked at $136K in Q4 2024.
2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

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