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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

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 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. 936 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.
  • 936 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.