Pacific Center for Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

Pacific Center for Financial Services’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 Q1	$87K	Hold	351	–	–	0.02%	155
2025 Q4	$84.9K	Hold	351	–	–	0.02%	159
2025 Q3	$84.9K	Hold	351	–	–	0.02%	159
2025 Q2	$75.7K	Hold	351	–	–	0.02%	159
2025 Q1	$70K	Hold	351	–	–	0.02%	162
2024 Q4	$77.6K	Hold	351	–	–	0.02%	156
2024 Q3	$77.5K	Sell	351 -52	-13%	-$11.1K	0.02%	153
2024 Q2	$81.8K	Hold	403	–	–	0.02%	146
2024 Q1	$84.8K	Sell	403 -182	-31%	-$36.3K	0.02%	146
2023 Q4	$117K	Sell	585 -5	-0.8%	-$896	0.04%	119
2023 Q3	$104K	Hold	590	–	–	0.04%	122
2023 Q2	$110K	Hold	590	–	–	0.04%	121
2023 Q1	$105K	Buy	+590	New	+$109K	0.04%	118
2022 Q3	$67K	Hold	408	–	–	0.03%	140
2022 Q2	$69K	Hold	408	–	–	0.03%	136
2022 Q1	$84K	Hold	408	–	–	0.03%	127
2021 Q4	$91K	Hold	408	–	–	0.04%	125
2021 Q3	$89K	Hold	408	–	–	0.04%	122
2021 Q2	$94K	Hold	408	–	–	0.04%	119
2021 Q1	$90K	Buy	408 +5	+1%	+$1.09K	0.04%	118
2020 Q4	$79K	Buy	403 +101	+33%	+$17.7K	0.03%	114
2020 Q3	$45K	Buy	302 +28	+10%	+$4.21K	0.02%	122
2020 Q2	$39K	Buy	274 +24	+10%	+$3.15K	0.02%	125
2020 Q1	$29K	Hold	250	–	–	0.02%	132
2019 Q4	$41K	Hold	250	–	–	0.02%	134
2019 Q3	$38K	Hold	250	–	–	0.02%	136
2019 Q2	$39K	Hold	250	–	–	0.02%	129
2019 Q1	$38K	Hold	250	–	–	0.02%	124
2018 Q4	$33K	Buy	+250	New	+$37.3K	0.02%	128

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Pacific Center for Financial Services's IWM Position: Q1 2026 in Review

Pacific Center for Financial Services held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 351 shares worth $87K. The position accounts for 0.02% of the portfolio, ranked #155.

Pacific Center for Financial Services first reported a position in IWM in Q4 2018 and has held it in 29 quarters since. The position peaked at $117K in Q4 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Pacific Center for Financial Services held 351 shares of iShares Russell 2000 ETF worth $87K as of Q1 2026.
Pacific Center for Financial Services left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.02% of Pacific Center for Financial Services's portfolio in Q1 2026, its #155 holding.
Pacific Center for Financial Services first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 29 quarters since.
Pacific Center for Financial Services's iShares Russell 2000 ETF position peaked at $117K in Q4 2023.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Pacific Center for Financial Services's 13F filing for Q1 2026, filed 12 May 2026.