PSF
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Pacific Sun Financial reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.4% in Q1 2026, selling an estimated $38.9K and leaving 10,877 shares worth $1.59M. The position accounts for 0.77% of the portfolio, ranked #36.

Pacific Sun Financial first reported a position in IWS in Q1 2018 and has held it in 26 quarters since. The position peaked at $1.66M in Q1 2022. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Pacific Sun Financial held 10,877 shares of iShares Russell Mid-Cap Value ETF worth $1.59M as of Q1 2026.
  • Pacific Sun Financial sold 262 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $38.9K.
  • iShares Russell Mid-Cap Value ETF made up 0.77% of Pacific Sun Financial's portfolio in Q1 2026, its #36 holding.
  • Pacific Sun Financial first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2018 and has held it in 26 quarters since.
  • Pacific Sun Financial's iShares Russell Mid-Cap Value ETF position peaked at $1.66M in Q1 2022.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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