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 Q3	$163K	Sell	655 -23	-3%	-$5.81K	0.05%	122
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

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Pacifica Partners's IWD Position: Q3 2026 in Review

Pacifica Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.4% in Q3 2026, selling an estimated $5.81K and leaving 655 shares worth $163K. The position accounts for 0.05% of the portfolio, ranked #122.

Pacifica Partners first reported a position in IWD in Q1 2021 and has held it in 23 quarters since. The position peaked at $272K in Q3 2024. 663 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Pacifica Partners held 655 shares of iShares Russell 1000 Value ETF worth $163K as of Q3 2026.
Pacifica Partners sold 23 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $5.81K.
iShares Russell 1000 Value ETF made up 0.05% of Pacifica Partners's portfolio in Q3 2026, its #122 holding.
Pacifica Partners first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and has held it in 23 quarters since.
Pacifica Partners's iShares Russell 1000 Value ETF position peaked at $272K in Q3 2024.
663 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

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