Pacific Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $807K | Sell |
8,304
-303
| -4% | -$30.3K | 0.44% | 54 |
|
|
2025
Q4 | $829K | Sell |
8,607
-1,805
| -17% | -$174K | 0.46% | 44 |
|
|
2025
Q3 | $1.01M | Sell |
10,412
-119
| -1% | -$11.3K | 0.74% | 30 |
|
|
2025
Q2 | $969K | Buy |
10,531
+3
| +0% | +$259 | 0.76% | 27 |
|
|
2025
Q1 | $896K | Sell |
10,528
-44
| -0.4% | -$3.92K | 0.72% | 30 |
|
|
2024
Q4 | $935K | Sell |
10,572
-333
| -3% | -$30.2K | 0.69% | 32 |
|
|
2024
Q3 | $961K | Sell |
10,905
-560
| -5% | -$47.2K | 0.7% | 32 |
|
|
2024
Q2 | $930K | Buy |
11,465
+23
| +0.2% | +$1.87K | 0.66% | 34 |
|
|
2024
Q1 | $962K | Sell |
11,442
-42
| -0.4% | -$3.33K | 0.66% | 33 |
|
|
2023
Q4 | $893K | Buy |
11,484
+88
| +0.8% | +$6.25K | 0.66% | 34 |
|
|
2023
Q3 | $789K | Sell |
11,396
-45
| -0.4% | -$3.28K | 0.51% | 41 |
|
|
2023
Q2 | $836K | Sell |
11,441
-376
| -3% | -$26.2K | 0.55% | 35 |
|
|
2023
Q1 | $826K | Buy |
11,817
+38
| +0.3% | +$2.68K | 0.62% | 29 |
|
|
2022
Q4 | $795K | Buy |
11,779
+77
| +0.7% | +$5.19K | 0.6% | 28 |
|
|
2022
Q3 | $727K | Sell |
11,702
-435
| -4% | -$29.9K | 0.65% | 27 |
|
|
2022
Q2 | $785K | Sell |
12,137
-33
| -0.3% | -$2.35K | 0.58% | 35 |
|
|
2022
Q1 | $950K | Buy |
12,170
+28
| +0.2% | +$2.15K | 0.62% | 38 |
|
|
2021
Q4 | $987K | Sell |
12,142
-78
| -0.6% | -$6.4K | 0.65% | 36 |
|
|
2021
Q3 | $956K | Sell |
12,220
-676
| -5% | -$54.2K | 0.68% | 35 |
|
|
2021
Q2 | $1.02M | Sell |
12,896
-1,610
| -11% | -$125K | 0.71% | 39 |
|
|
2021
Q1 | $1.07M | Sell |
14,506
-83
| -0.6% | -$6K | 0.87% | 28 |
|
|
2020
Q4 | $1M | Sell |
14,589
-271
| -2% | -$17.3K | 0.88% | 30 |
|
|
2020
Q3 | $853K | Buy |
14,860
+8,635
| +139% | +$492K | 0.67% | 37 |
|
|
2020
Q2 | $269K | Hold |
6,225
| – | – | 0.28% | 47 |
|
|
2020
Q1 | $269K | Hold |
6,225
| – | – | 0.28% | 47 |
|
|
2019
Q4 | $371K | Sell |
6,225
-891
| -13% | -$51.2K | 0.04% | 73 |
|
|
2019
Q3 | $398K | Sell |
7,116
-251
| -3% | -$14K | 0.04% | 73 |
|
|
2019
Q2 | $397K | Hold |
7,367
| – | – | 0.05% | 69 |
|
|
2019
Q1 | $397K | Sell |
7,367
-988,942
| -99% | -$51.2M | 0.05% | 60 |
|
|
2018
Q4 | $46.3M | Buy |
+996,309
| New | +$50.3M | 7.35% | 4 |
|
|
2016
Q2 | $172K | Buy |
+4,080
| New | +$168K | 0.31% | 42 |
|
|
2015
Q4 | $163K | Hold |
4,080
| – | – | 0.3% | 45 |
|
|
2015
Q3 | $159K | Hold |
4,080
| – | – | 0.21% | 51 |
|
|
2015
Q2 | $174K | Hold |
4,080
| – | – | 0.2% | 45 |
|
|
2015
Q1 | $177K | Hold |
4,080
| – | – | 0.23% | 43 |
|
|
2014
Q4 | $170K | Hold |
4,080
| – | – | 0.05% | 48 |
|
|
2014
Q3 | $162K | Hold |
4,080
| – | – | 0.17% | 33 |
|
|
2014
Q2 | $166K | Hold |
4,080
| – | – | 0.26% | 36 |
|
|
2014
Q1 | $158K | Hold |
4,080
| – | – | 0.07% | 37 |
|
|
2013
Q4 | $153K | Hold |
4,080
| – | – | 0.29% | 36 |
|
|
2013
Q3 | $141K | Hold |
4,080
| – | – | 0.1% | 36 |
|
|
2013
Q2 | $132K | Buy |
+4,080
| New | +$132K | 0.29% | 30 |
|
Other funds holding IWR
Pacific Financial Group's IWR Position: Q1 2026 in Review
Pacific Financial Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.5% in Q1 2026, selling an estimated $30.3K and leaving 8,304 shares worth $807K. The position accounts for 0.44% of the portfolio, ranked #54.
Pacific Financial Group first reported a position in IWR in Q2 2013 and has held it in 42 quarters since. The position peaked at $46.3M in Q4 2018. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Pacific Financial Group held 8,304 shares of iShares Russell Mid-Cap ETF worth $807K as of Q1 2026.
- Pacific Financial Group sold 303 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $30.3K.
- iShares Russell Mid-Cap ETF made up 0.44% of Pacific Financial Group's portfolio in Q1 2026, its #54 holding.
- Pacific Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 42 quarters since.
- Pacific Financial Group's iShares Russell Mid-Cap ETF position peaked at $46.3M in Q4 2018.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Pacific Financial Group's 13F filing for Q1 2026, filed 14 May 2026.