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Pacifica Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Pacifica Partners’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$167K Hold
678
– – 0.05% 127
2026
Q1 		$145K Buy
678
+23
+4% +$5.04K 0.05% 132
2025
Q4 		$139K Hold
655
– – 0.06% 117
2025
Q3 		$134K Sell
655
-300
-31% -$59.7K 0.05% 132
2025
Q2 		$185K Sell
955
-180
-16% -$33.3K 0.08% 110
2025
Q1 		$206K Hold
1,135
– – 0.09% 101
2024
Q4 		$210K Sell
1,135
-300
-21% -$57.5K 0.09% 100
2024
Q3 		$272K Hold
1,435
– – 0.11% 94
2024
Q2 		$250K Hold
1,435
– – 0.11% 95
2024
Q1 		$252K Sell
1,435
-74
-5% -$12.5K 0.11% 92
2023
Q4 		$238K Sell
1,509
-31
-2% -$4.79K 0.12% 92
2023
Q3 		$229K Hold
1,540
– – 0.12% 89
2023
Q2 		$243K Hold
1,540
– – 0.14% 81
2023
Q1 		$234K Buy
1,540
+111
+8% +$17.1K 0.14% 83
2022
Q4 		$217K Hold
1,429
– – 0.15% 82
2022
Q3 		$204K Sell
1,429
-146
-9% -$21.9K 0.15% 80
2022
Q2 		$235K Hold
1,575
– – 0.16% 79
2022
Q1 		$256K Hold
1,575
– – 0.17% 74
2021
Q4 		$267K Buy
1,575
+801
+103% +$131K 0.17% 77
2021
Q3 		$124K Hold
774
– – 0.09% 103
2021
Q2 		$122K Hold
774
– – 0.09% 98
2021
Q1 		$119K Buy
+774
New +$112K 0.1% 96

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Pacifica Partners's IWD Position: Q2 2026 in Review

Pacifica Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 678 shares worth $167K. The position accounts for 0.05% of the portfolio, ranked #127.

Pacifica Partners first reported a position in IWD in Q1 2021 and has held it in 22 quarters since. The position peaked at $272K in Q3 2024. 695 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Pacifica Partners held 678 shares of iShares Russell 1000 Value ETF worth $167K as of Q2 2026.
  • Pacifica Partners left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.05% of Pacifica Partners's portfolio in Q2 2026, its #127 holding.
  • Pacifica Partners first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Pacifica Partners's iShares Russell 1000 Value ETF position peaked at $272K in Q3 2024.
  • 695 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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