Pacific Sun Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Pacific Sun Financial’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$589K	Hold	4,740	–	–	0.24%	124
2026 Q1	$505K	Buy	4,740 +624	+15%	+$70.8K	0.24%	126
2025 Q4	$487K	Buy	4,116 +36	+0.9%	+$4.26K	0.23%	118
2025 Q3	$478K	Hold	4,080	–	–	0.23%	122
2025 Q2	$433K	Buy	4,080 +20	+0.5%	+$1.91K	0.23%	126
2025 Q1	$367K	Buy	4,060 +248	+7%	+$24.5K	0.21%	134
2024 Q4	$383K	Hold	3,812	–	–	0.21%	130
2024 Q3	$358K	Buy	3,812 +216	+6%	+$19.6K	0.2%	134
2024 Q2	$328K	Buy	3,596 +160	+5%	+$13.7K	0.19%	135
2024 Q1	$290K	Hold	3,436	–	–	0.17%	149
2023 Q4	$260K	Hold	3,436	–	–	0.16%	144
2023 Q3	$228K	Hold	3,436	–	–	0.16%	151
2023 Q2	$210K	Buy	+3,436	New	+$219K	0.14%	167
2022 Q4	–	Sell	-3,876	Closed	-$204K	–	177
2022 Q3	$204K	Hold	3,876	–	–	0.14%	167
2022 Q2	$212K	Hold	3,876	–	–	0.14%	170
2022 Q1	$269K	Sell	3,876 -256	-6%	-$17.5K	0.15%	155
2021 Q4	$316K	Sell	4,132 -400	-9%	-$29.7K	0.17%	143
2021 Q3	$310K	Buy	+4,532	New	+$321K	0.18%	132
2020 Q3	$246K	Hold	4,532	–	–	0.21%	130
2020 Q2	$217K	Buy	+4,532	New	+$200K	0.2%	133

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pacific Sun Financial's IWF Position: Q2 2026 in Review

Pacific Sun Financial held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 4,740 shares worth $589K. The position accounts for 0.24% of the portfolio, ranked #124.

Pacific Sun Financial first reported a position in IWF in Q2 2020 and has held it in 20 quarters since. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Pacific Sun Financial held 4,740 shares of iShares Russell 1000 Growth ETF worth $589K as of Q2 2026.
Pacific Sun Financial left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.24% of Pacific Sun Financial's portfolio in Q2 2026, its #124 holding.
Pacific Sun Financial first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and has held it in 20 quarters since.
2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.