Pacifica Partners
IWB icon

Pacifica Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Pacifica Partners’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-50
Closed -$20.4K – 414
2026
Q2 		$20.4K Sell
50
-15
-23% -$5.94K 0.01% 252
2026
Q1 		$23.2K Hold
65
– – 0.01% 247
2025
Q4 		$24.3K Hold
65
– – 0.01% 230
2025
Q3 		$23.8K Sell
65
-25
-28% -$8.81K 0.01% 259
2025
Q2 		$30.4K Sell
90
-177
-66% -$55.6K 0.01% 235
2025
Q1 		$78.7K Hold
267
– – 0.04% 163
2024
Q4 		$85.9K Hold
267
– – 0.04% 158
2024
Q3 		$83.9K Sell
267
-5
-2% -$1.51K 0.03% 165
2024
Q2 		$82K Hold
272
– – 0.04% 167
2024
Q1 		$77.7K Hold
272
– – 0.03% 172
2023
Q4 		$68.3K Hold
272
– – 0.03% 176
2023
Q3 		$63.4K Hold
272
– – 0.03% 165
2023
Q2 		$66.3K Hold
272
– – 0.04% 147
2023
Q1 		$60.8K Buy
272
+66
+32% +$14.5K 0.04% 151
2022
Q4 		$43.2K Sell
206
-6
-3% -$1.27K 0.03% 167
2022
Q3 		$44K Hold
212
– – 0.03% 173
2022
Q2 		$45K Hold
212
– – 0.03% 180
2022
Q1 		$52K Buy
212
+6
+3% +$1.48K 0.03% 172
2021
Q4 		$53K Buy
206
+103
+100% +$26.5K 0.03% 168
2021
Q3 		$26K Hold
103
– – 0.02% 207
2021
Q2 		$25K Hold
103
– – 0.02% 195
2021
Q1 		$23K Hold
103
– – 0.02% 190
2020
Q4 		$22K Hold
103
– – 0.02% 180
2020
Q3 		$19K Hold
103
– – 0.02% 171
2020
Q2 		$18K Hold
103
– – 0.02% 184
2020
Q1 		$15K Buy
+103
New +$17.4K 0.02% 193

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MPS Loria Financial Planners
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Hippocratic Financial Advisors
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Enclave Advisors
Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

Pacifica Partners's IWB Position: Q3 2026 in Review

Pacifica Partners sold out of iShares Russell 1000 ETF (IWB) in Q3 2026, closing a stake of 50 shares — an estimated $20.4K sold.

Pacifica Partners first reported a position in IWB in Q1 2020 and held it in 26 quarters. The position peaked at $85.9K in Q4 2024. 491 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Pacifica Partners reported no remaining iShares Russell 1000 ETF position as of Q3 2026 after selling out during the quarter.
  • Pacifica Partners sold 50 iShares Russell 1000 ETF shares in Q3 2026, an estimated $20.4K.
  • Pacifica Partners first reported a position in iShares Russell 1000 ETF in Q1 2020 and held it in 26 quarters.
  • Pacifica Partners's iShares Russell 1000 ETF position peaked at $85.9K in Q4 2024.
  • 491 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.