Pacific Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $863K | Hold |
2,421
| – | – | 0.47% | 48 |
|
|
2025
Q4 | $904K | Sell |
2,421
-1,622
| -40% | -$601K | 0.5% | 43 |
|
|
2025
Q3 | $1.48M | Hold |
4,043
| – | – | 1.09% | 21 |
|
|
2025
Q2 | $1.37M | Hold |
4,043
| – | – | 1.07% | 21 |
|
|
2025
Q1 | $1.24M | Hold |
4,043
| – | – | 1% | 21 |
|
|
2024
Q4 | $1.3M | Hold |
4,043
| – | – | 0.97% | 22 |
|
|
2024
Q3 | $1.27M | Hold |
4,043
| – | – | 0.93% | 24 |
|
|
2024
Q2 | $1.2M | Hold |
4,043
| – | – | 0.85% | 27 |
|
|
2024
Q1 | $1.16M | Hold |
4,043
| – | – | 0.8% | 26 |
|
|
2023
Q4 | $1.06M | Hold |
4,043
| – | – | 0.79% | 27 |
|
|
2023
Q3 | $950K | Hold |
4,043
| – | – | 0.62% | 32 |
|
|
2023
Q2 | $985K | Hold |
4,043
| – | – | 0.65% | 29 |
|
|
2023
Q1 | $911K | Hold |
4,043
| – | – | 0.69% | 27 |
|
|
2022
Q4 | $851K | Hold |
4,043
| – | – | 0.64% | 27 |
|
|
2022
Q3 | $798K | Hold |
4,043
| – | – | 0.72% | 24 |
|
|
2022
Q2 | $840K | Hold |
4,043
| – | – | 0.62% | 31 |
|
|
2022
Q1 | $1.01M | Hold |
4,043
| – | – | 0.66% | 35 |
|
|
2021
Q4 | $1.05M | Hold |
4,043
| – | – | 0.69% | 34 |
|
|
2021
Q3 | $977K | Hold |
4,043
| – | – | 0.7% | 34 |
|
|
2021
Q2 | $979K | Hold |
4,043
| – | – | 0.68% | 41 |
|
|
2021
Q1 | $905K | Hold |
4,043
| – | – | 0.73% | 33 |
|
|
2020
Q4 | $856K | Hold |
4,043
| – | – | 0.76% | 35 |
|
|
2020
Q3 | $757K | Hold |
4,043
| – | – | 0.59% | 39 |
|
|
2020
Q2 | $572K | Hold |
4,043
| – | – | 0.6% | 35 |
|
|
2020
Q1 | $572K | Hold |
4,043
| – | – | 0.59% | 35 |
|
|
2019
Q4 | $721K | Sell |
4,043
-249,482
| -98% | -$42.6M | 0.07% | 67 |
|
|
2019
Q3 | $41.3M | Sell |
253,525
-41,584
| -14% | -$6.82M | 4.48% | 6 |
|
|
2019
Q2 | $46.4M | Hold |
295,109
| – | – | 5.61% | 4 |
|
|
2019
Q1 | $46.4M | Buy |
295,109
+63,532
| +27% | +$9.6M | 5.66% | 4 |
|
|
2018
Q4 | $32.1M | Buy |
+231,577
| New | +$34.6M | 5.09% | 7 |
|
|
2016
Q2 | $750K | Buy |
+6,413
| New | +$740K | 1.34% | 20 |
|
|
2015
Q4 | $727K | Hold |
6,413
| – | – | 1.35% | 23 |
|
|
2015
Q3 | $687K | Hold |
6,413
| – | – | 0.9% | 28 |
|
|
2015
Q2 | $744K | Hold |
6,413
| – | – | 0.85% | 27 |
|
|
2015
Q1 | $743K | Hold |
6,413
| – | – | 0.97% | 29 |
|
|
2014
Q4 | $735K | Hold |
6,413
| – | – | 0.22% | 26 |
|
|
2014
Q3 | $705K | Hold |
6,413
| – | – | 0.72% | 19 |
|
|
2014
Q2 | $706K | Hold |
6,413
| – | – | 1.12% | 20 |
|
|
2014
Q1 | $672K | Hold |
6,413
| – | – | 0.28% | 24 |
|
|
2013
Q4 | $662K | Hold |
6,413
| – | – | 1.27% | 21 |
|
|
2013
Q3 | $603K | Hold |
6,413
| – | – | 0.43% | 26 |
|
|
2013
Q2 | $576K | Buy |
+6,413
| New | +$574K | 1.26% | 20 |
|
Other funds holding IWB
Pacific Financial Group's IWB Position: Q1 2026 in Review
Pacific Financial Group held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 2,421 shares worth $863K. The position accounts for 0.47% of the portfolio, ranked #48.
Pacific Financial Group first reported a position in IWB in Q2 2013 and has held it in 42 quarters since. The position peaked at $46.4M in Q2 2019. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.
- Pacific Financial Group held 2,421 shares of iShares Russell 1000 ETF worth $863K as of Q1 2026.
- Pacific Financial Group left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
- iShares Russell 1000 ETF made up 0.47% of Pacific Financial Group's portfolio in Q1 2026, its #48 holding.
- Pacific Financial Group first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 42 quarters since.
- Pacific Financial Group's iShares Russell 1000 ETF position peaked at $46.4M in Q2 2019.
- 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.
Based on Pacific Financial Group's 13F filing for Q1 2026, filed 14 May 2026.