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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
Q2 		$20.4K Sell
50
-15
-23% -$5.95K 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 		$43.3K 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

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Pacifica Partners's IWB Position: Q2 2026 in Review

Pacifica Partners reduced its iShares Russell 1000 ETF (IWB) stake by 23% in Q2 2026, selling an estimated $5.95K and leaving 50 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #252.

Pacifica Partners first reported a position in IWB in Q1 2020 and has held it in 26 quarters since. The position peaked at $85.9K in Q4 2024. 424 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Pacifica Partners held 50 shares of iShares Russell 1000 ETF worth $20.4K as of Q2 2026.
  • Pacifica Partners sold 15 iShares Russell 1000 ETF shares in Q2 2026, an estimated $5.95K.
  • iShares Russell 1000 ETF made up 0.01% of Pacifica Partners's portfolio in Q2 2026, its #252 holding.
  • Pacifica Partners first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 26 quarters since.
  • Pacifica Partners's iShares Russell 1000 ETF position peaked at $85.9K in Q4 2024.
  • 424 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.