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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.77M	Sell	10,732 -145	-1%	-$22.9K	0.73%	37
2026 Q1	$1.59M	Sell	10,877 -262	-2%	-$38.9K	0.77%	36
2025 Q4	$1.57M	Sell	11,139 -240	-2%	-$33.6K	0.76%	35
2025 Q3	$1.59M	Sell	11,379 -15	-0.1%	-$2.05K	0.77%	36
2025 Q2	$1.51M	Sell	11,394 -80	-0.7%	-$10K	0.79%	35
2025 Q1	$1.45M	Sell	11,474 -200	-2%	-$26K	0.82%	34
2024 Q4	$1.51M	Sell	11,674 -280	-2%	-$37.5K	0.82%	34
2024 Q3	$1.58M	Sell	11,954 -330	-3%	-$41.7K	0.87%	33
2024 Q2	$1.48M	Sell	12,284 -80	-0.6%	-$9.72K	0.88%	34
2024 Q1	$1.55M	Buy	12,364 +80	+0.7%	+$9.42K	0.9%	33
2023 Q4	$1.43M	Sell	12,284 -870	-7%	-$92.7K	0.9%	31
2023 Q3	$1.37M	Sell	13,154 -590	-4%	-$65K	0.95%	29
2023 Q2	$1.46M	Buy	+13,744	New	+$1.45M	0.98%	28
2022 Q4	$1.45M	Sell	13,784 -540	-4%	-$56.6K	1.02%	28
2022 Q3	$1.38M	Sell	14,324 -30	-0.2%	-$3.21K	0.97%	27
2022 Q2	$1.46M	Buy	14,354 +475	+3%	+$53.1K	0.96%	29
2022 Q1	$1.66M	Buy	13,879 +600	+5%	+$70.6K	0.91%	32
2021 Q4	$1.63M	Buy	13,279 +30	+0.2%	+$3.58K	0.87%	36
2021 Q3	$1.5M	Buy	+13,249	New	+$1.53M	0.86%	36
2020 Q3	$1.09M	Buy	13,429 +55	+0.4%	+$4.45K	0.91%	34
2020 Q2	$1.02M	Buy	13,374 +100	+0.8%	+$7.28K	0.92%	32
2020 Q1	$851K	Buy	13,274 +70	+0.5%	+$5.99K	0.98%	30
2019 Q4	$1.25M	Hold	13,204	–	–	1.1%	24
2019 Q3	$1.18M	Buy	13,204 +125	+1%	+$11.1K	1.12%	25
2019 Q2	$1.17M	Buy	+13,079	New	+$1.15M	1.11%	25
2018 Q2	$1.16M	Buy	12,729 +20	+0.2%	+$1.76K	1.19%	22
2018 Q1	$1.1M	Buy	+12,709	New	+$1.13M	1.45%	13

Other funds holding IWS

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Pacific Sun Financial reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.3% in Q2 2026, selling an estimated $22.9K and leaving 10,732 shares worth $1.77M. The position accounts for 0.73% of the portfolio, ranked #37.

Pacific Sun Financial first reported a position in IWS in Q1 2018 and has held it in 27 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Pacific Sun Financial held 10,732 shares of iShares Russell Mid-Cap Value ETF worth $1.77M as of Q2 2026.
Pacific Sun Financial sold 145 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $22.9K.
iShares Russell Mid-Cap Value ETF made up 0.73% of Pacific Sun Financial's portfolio in Q2 2026, its #37 holding.
Pacific Sun Financial first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2018 and has held it in 27 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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