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Pacific Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Pacific Financial Group’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03M Buy
4,246
+148
+4% +$34.5K 0.49% 45
2026
Q1 		$876K Buy
4,098
+554
+16% +$121K 0.47% 47
2025
Q4 		$745K Sell
3,544
-1,437
-29% -$297K 0.41% 51
2025
Q3 		$1.01M Buy
4,981
+66
+1% +$13.1K 0.75% 29
2025
Q2 		$955K Sell
4,915
-27
-0.5% -$5K 0.75% 29
2025
Q1 		$930K Sell
4,942
-387
-7% -$73.7K 0.75% 27
2024
Q4 		$986K Sell
5,329
-71
-1% -$13.6K 0.73% 29
2024
Q3 		$1.02M Sell
5,400
-289
-5% -$52.6K 0.75% 29
2024
Q2 		$993K Sell
5,689
-502
-8% -$87.8K 0.7% 31
2024
Q1 		$1.11M Sell
6,191
-194
-3% -$32.8K 0.76% 29
2023
Q4 		$1.06M Buy
6,385
+143
+2% +$22.1K 0.79% 28
2023
Q3 		$948K Sell
6,242
-172
-3% -$27.3K 0.62% 33
2023
Q2 		$1.01M Buy
6,414
+191
+3% +$29.2K 0.66% 28
2023
Q1 		$948K Buy
6,223
+9
+0.1% +$1.39K 0.71% 26
2022
Q4 		$942K Sell
6,214
-99
-2% -$14.8K 0.71% 26
2022
Q3 		$859K Sell
6,313
-375
-6% -$56.4K 0.77% 23
2022
Q2 		$970K Sell
6,688
-439
-6% -$68.7K 0.72% 26
2022
Q1 		$1.18M Buy
7,127
+56
+0.8% +$9.2K 0.77% 28
2021
Q4 		$1.21M Buy
7,071
+174
+3% +$28.5K 0.79% 30
2021
Q3 		$1.08M Buy
6,897
+406
+6% +$65.1K 0.77% 33
2021
Q2 		$1.03M Sell
6,491
-12
-0.2% -$1.9K 0.71% 38
2021
Q1 		$985K Buy
6,503
+603
+10% +$87.2K 0.8% 30
2020
Q4 		$807K Buy
5,900
+79
+1% +$10.1K 0.71% 36
2020
Q3 		$688K Sell
5,821
-2,481
-30% -$294K 0.54% 42
2020
Q2 		$823K Hold
8,302
– – 0.86% 33
2020
Q1 		$823K Buy
8,302
+60
+0.7% +$7.48K 0.85% 33
2019
Q4 		$1.13M Buy
8,242
+268
+3% +$35.3K 0.11% 58
2019
Q3 		$1.01M Buy
7,974
+2
+0% +$254 0.11% 53
2019
Q2 		$984K Hold
7,972
– – 0.12% 50
2019
Q1 		$984K Buy
7,972
+152
+2% +$18.3K 0.12% 49
2018
Q4 		$868K Buy
+7,820
New +$937K 0.14% 41
2016
Q2 		$353K Buy
+3,422
New +$346K 0.63% 34
2015
Q4 		$335K Hold
3,422
– – 0.62% 34
2015
Q3 		$319K Hold
3,422
– – 0.42% 43
2015
Q2 		$353K Hold
3,422
– – 0.4% 40
2015
Q1 		$353K Hold
3,422
– – 0.46% 37
2014
Q4 		$357K Hold
3,422
– – 0.11% 35
2014
Q3 		$343K Hold
3,422
– – 0.35% 27
2014
Q2 		$347K Hold
3,422
– – 0.55% 30
2014
Q1 		$330K Hold
3,422
– – 0.14% 33
2013
Q4 		$322K Hold
3,422
– – 0.62% 31
2013
Q3 		$294K Sell
3,422
-27
-0.8% -$2.34K 0.21% 33
2013
Q2 		$288K Buy
+3,449
New +$287K 0.63% 27

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Pacific Financial Group's IWD Position: Q2 2026 in Review

Pacific Financial Group increased its iShares Russell 1000 Value ETF (IWD) stake by 3.6% in Q2 2026, buying an estimated $34.5K and bringing the position to 4,246 shares worth $1.03M. The position accounts for 0.49% of the portfolio, ranked #45.

Pacific Financial Group first reported a position in IWD in Q2 2013 and has held it in 43 quarters since. The position peaked at $1.21M in Q4 2021. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Pacific Financial Group held 4,246 shares of iShares Russell 1000 Value ETF worth $1.03M as of Q2 2026.
  • Pacific Financial Group bought 148 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $34.5K.
  • iShares Russell 1000 Value ETF made up 0.49% of Pacific Financial Group's portfolio in Q2 2026, its #45 holding.
  • Pacific Financial Group first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 43 quarters since.
  • Pacific Financial Group's iShares Russell 1000 Value ETF position peaked at $1.21M in Q4 2021.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Pacific Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.