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Pacifica Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Pacifica Partners’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$120K Hold
402
– – 0.04% 143
2026
Q1 		$99.7K Sell
402
-135
-25% -$34.8K 0.03% 159
2025
Q4 		$134K Sell
537
-5
-0.9% -$1.23K 0.06% 125
2025
Q3 		$131K Sell
542
-30
-5% -$6.88K 0.05% 134
2025
Q2 		$123K Sell
572
-30
-5% -$6.04K 0.05% 134
2025
Q1 		$114K Hold
602
– – 0.05% 133
2024
Q4 		$133K Hold
602
– – 0.06% 130
2024
Q3 		$133K Hold
602
– – 0.05% 132
2024
Q2 		$121K Buy
602
+283
+89% +$57.2K 0.05% 139
2024
Q1 		$65.5K Hold
319
– – 0.03% 191
2023
Q4 		$58.8K Hold
319
– – 0.03% 192
2023
Q3 		$54.7K Buy
319
+59
+23% +$11.1K 0.03% 183
2023
Q2 		$48.3K Hold
260
– – 0.03% 175
2023
Q1 		$45K Sell
260
-385
-60% -$70.9K 0.03% 181
2022
Q4 		$112K Sell
645
-34
-5% -$6.05K 0.08% 114
2022
Q3 		$117K Hold
679
– – 0.08% 108
2022
Q2 		$119K Hold
679
– – 0.08% 118
2022
Q1 		$137K Buy
679
+34
+5% +$6.94K 0.09% 110
2021
Q4 		$140K Hold
645
– – 0.09% 110
2021
Q3 		$144K Hold
645
– – 0.1% 95
2021
Q2 		$146K Buy
645
+350
+119% +$78.7K 0.11% 91
2021
Q1 		$66K Sell
295
-25
-8% -$5.46K 0.05% 126
2020
Q4 		$64K Sell
320
-25
-7% -$4.38K 0.06% 114
2020
Q3 		$52K Sell
345
-155
-31% -$23.3K 0.06% 112
2020
Q2 		$71K Sell
500
-255
-34% -$33.5K 0.08% 104
2020
Q1 		$85K Hold
755
– – 0.11% 95
2019
Q4 		$125K Buy
+755
New +$119K 0.12% 88

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Pacifica Partners's IWM Position: Q2 2026 in Review

Pacifica Partners held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 402 shares worth $120K. The position accounts for 0.04% of the portfolio, ranked #143.

Pacifica Partners first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. The position peaked at $146K in Q2 2021. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Pacifica Partners held 402 shares of iShares Russell 2000 ETF worth $120K as of Q2 2026.
  • Pacifica Partners left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.04% of Pacifica Partners's portfolio in Q2 2026, its #143 holding.
  • Pacifica Partners first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
  • Pacifica Partners's iShares Russell 2000 ETF position peaked at $146K in Q2 2021.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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