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Pacific Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Pacific Financial Group’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 		$1.41M Sell
4,679
-119
-2% -$33.4K 0.67% 37
2026
Q1 		$1.19M Buy
4,798
+176
+4% +$45.4K 0.64% 38
2025
Q4 		$1.14M Buy
4,622
+2,908
+170% +$715K 0.63% 37
2025
Q3 		$415K Sell
1,714
-44
-3% -$10.1K 0.31% 52
2025
Q2 		$379K Sell
1,758
-35
-2% -$7.04K 0.3% 51
2025
Q1 		$358K Sell
1,793
-4,606
-72% -$999K 0.29% 47
2024
Q4 		$1.41M Sell
6,399
-1,230
-16% -$280K 1.05% 20
2024
Q3 		$1.69M Sell
7,629
-748
-9% -$160K 1.24% 18
2024
Q2 		$1.7M Sell
8,377
-1,181
-12% -$239K 1.2% 18
2024
Q1 		$2.01M Buy
9,558
+7,557
+378% +$1.51M 1.39% 17
2023
Q4 		$402K Sell
2,001
-16
-0.8% -$2.87K 0.3% 47
2023
Q3 		$356K Sell
2,017
-12
-0.6% -$2.25K 0.23% 49
2023
Q2 		$380K Sell
2,029
-118
-5% -$21K 0.25% 46
2023
Q1 		$383K Sell
2,147
-76
-3% -$14K 0.29% 42
2022
Q4 		$388K Buy
2,223
+16
+0.7% +$2.85K 0.29% 41
2022
Q3 		$364K Sell
2,207
-103
-4% -$18.8K 0.33% 39
2022
Q2 		$391K Buy
2,310
+6
+0.3% +$1.11K 0.29% 46
2022
Q1 		$473K Buy
2,304
+2
+0.1% +$408 0.31% 46
2021
Q4 		$501K Sell
2,302
-27
-1% -$6.1K 0.33% 46
2021
Q3 		$509K Sell
2,329
-168
-7% -$37.2K 0.36% 46
2021
Q2 		$573K Sell
2,497
-316
-11% -$71K 0.4% 49
2021
Q1 		$622K Sell
2,813
-352
-11% -$76.9K 0.5% 38
2020
Q4 		$621K Buy
3,165
+243
+8% +$42.5K 0.55% 38
2020
Q3 		$438K Buy
+2,922
New +$440K 0.34% 47

Other funds holding IWM

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Pacific Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 2.5% in Q2 2026, selling an estimated $33.4K and leaving 4,679 shares worth $1.41M. The position accounts for 0.67% of the portfolio, ranked #37.

Pacific Financial Group first reported a position in IWM in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.01M in Q1 2024. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Pacific Financial Group held 4,679 shares of iShares Russell 2000 ETF worth $1.41M as of Q2 2026.
  • Pacific Financial Group sold 119 iShares Russell 2000 ETF shares in Q2 2026, an estimated $33.4K.
  • iShares Russell 2000 ETF made up 0.67% of Pacific Financial Group's portfolio in Q2 2026, its #37 holding.
  • Pacific Financial Group first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 24 quarters since.
  • Pacific Financial Group's iShares Russell 2000 ETF position peaked at $2.01M in Q1 2024.
  • 2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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