Pacific Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Pacific Asset Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$310K	Buy	758 +2	+0.3%	+$793	0.15%	56
2026 Q1	$270K	Buy	756 +2	+0.3%	+$745	0.15%	58
2025 Q4	$282K	Sell	754 -1	-0.1%	-$370	0.17%	56
2025 Q3	$276K	Buy	+755	New	+$266K	0.19%	53

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Pacific Asset Management's IWB Position: Q2 2026 in Review

Pacific Asset Management increased its iShares Russell 1000 ETF (IWB) stake by 0.26% in Q2 2026, buying an estimated $793 and bringing the position to 758 shares worth $310K. The position accounts for 0.15% of the portfolio, ranked #56.

Pacific Asset Management first reported a position in IWB in Q3 2025 and has held it in 4 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Pacific Asset Management held 758 shares of iShares Russell 1000 ETF worth $310K as of Q2 2026.
Pacific Asset Management bought 2 iShares Russell 1000 ETF shares in Q2 2026, an estimated $793.
iShares Russell 1000 ETF made up 0.15% of Pacific Asset Management's portfolio in Q2 2026, its #56 holding.
Pacific Asset Management first reported a position in iShares Russell 1000 ETF in Q3 2025 and has held it in 4 quarters since.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Pacific Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.