Pacific Sun Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$249K	Hold	2,565	–	–	0.12%	179
2025 Q4	$247K	Hold	2,565	–	–	0.12%	175
2025 Q3	$248K	Hold	2,565	–	–	0.12%	173
2025 Q2	$236K	Hold	2,565	–	–	0.12%	172
2025 Q1	$218K	Buy	2,565 +25	+1%	+$2.23K	0.12%	172
2024 Q4	$225K	Sell	2,540 -50	-2%	-$4.54K	0.12%	169
2024 Q3	$228K	Sell	2,590 -430	-14%	-$36.2K	0.13%	168
2024 Q2	$245K	Hold	3,020	–	–	0.14%	154
2024 Q1	$254K	Hold	3,020	–	–	0.15%	156
2023 Q4	$235K	Hold	3,020	–	–	0.15%	158
2023 Q3	$209K	Hold	3,020	–	–	0.14%	164
2023 Q2	$211K	Buy	+3,020	New	+$210K	0.14%	166
2022 Q4	$209K	Buy	+3,100	New	+$209K	0.15%	165
2022 Q3	–	Sell	-3,100	Closed	-$200K	–	173
2022 Q2	$200K	Buy	3,100 +10	+0.3%	+$712	0.13%	176
2022 Q1	$241K	Buy	3,090 +95	+3%	+$7.31K	0.13%	169
2021 Q4	$249K	Buy	2,995 +255	+9%	+$20.9K	0.13%	168
2021 Q3	$214K	Buy	+2,740	New	+$219K	0.12%	168

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pacific Sun Financial's IWR Position: Q1 2026 in Review

Pacific Sun Financial held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 2,565 shares worth $249K. The position accounts for 0.12% of the portfolio, ranked #179.

Pacific Sun Financial first reported a position in IWR in Q3 2021 and has held it in 17 quarters since. The position peaked at $254K in Q1 2024. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Pacific Sun Financial held 2,565 shares of iShares Russell Mid-Cap ETF worth $249K as of Q1 2026.
Pacific Sun Financial left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.12% of Pacific Sun Financial's portfolio in Q1 2026, its #179 holding.
Pacific Sun Financial first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and has held it in 17 quarters since.
Pacific Sun Financial's iShares Russell Mid-Cap ETF position peaked at $254K in Q1 2024.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.