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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Pacific Financial Group's IWM Position: Q1 2026 in Review

Pacific Financial Group increased its iShares Russell 2000 ETF (IWM) stake by 3.8% in Q1 2026, buying an estimated $45.4K and bringing the position to 4,798 shares worth $1.19M. The position accounts for 0.64% of the portfolio, ranked #38.

Pacific Financial Group first reported a position in IWM in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.01M in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Pacific Financial Group held 4,798 shares of iShares Russell 2000 ETF worth $1.19M as of Q1 2026.
  • Pacific Financial Group bought 176 iShares Russell 2000 ETF shares in Q1 2026, an estimated $45.4K.
  • iShares Russell 2000 ETF made up 0.64% of Pacific Financial Group's portfolio in Q1 2026, its #38 holding.
  • Pacific Financial Group first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 23 quarters since.
  • Pacific Financial Group's iShares Russell 2000 ETF position peaked at $2.01M in Q1 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Pacific Financial Group's 13F filing for Q1 2026, filed 14 May 2026.