Pacifica Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Pacifica Partners’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30.3K	Hold	137	–	–	0.01%	216
2026 Q1	$26K	Hold	137	–	–	0.01%	237
2025 Q4	$25.1K	Hold	137	–	–	0.01%	227
2025 Q3	$24.3K	Hold	137	–	–	0.01%	256
2025 Q2	$21.6K	Hold	137	–	–	0.01%	272
2025 Q1	$19.6K	Hold	137	–	–	0.01%	282
2024 Q4	$22.5K	Sell	137 -77	-36%	-$13.1K	0.01%	269
2024 Q3	$35.7K	Buy	214 +137	+178%	+$22.3K	0.01%	237
2024 Q2	$11.7K	Hold	77	–	–	0.01%	348
2024 Q1	$11.9K	Hold	77	–	–	0.01%	346
2023 Q4	$11K	Hold	77	–	–	0.01%	353
2023 Q3	$10.1K	Hold	77	–	–	0.01%	345
2023 Q2	$10.8K	Hold	77	–	–	0.01%	286
2023 Q1	$10.2K	Buy	+77	New	+$11.2K	0.01%	306

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Pacifica Partners's IWN Position: Q2 2026 in Review

Pacifica Partners held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 137 shares worth $30.3K. The position accounts for 0.01% of the portfolio, ranked #216.

Pacifica Partners first reported a position in IWN in Q1 2023 and has held it in 14 quarters since. The position peaked at $35.7K in Q3 2024. 1,080 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Pacifica Partners held 137 shares of iShares Russell 2000 Value ETF worth $30.3K as of Q2 2026.
Pacifica Partners left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.01% of Pacifica Partners's portfolio in Q2 2026, its #216 holding.
Pacifica Partners first reported a position in iShares Russell 2000 Value ETF in Q1 2023 and has held it in 14 quarters since.
Pacifica Partners's iShares Russell 2000 Value ETF position peaked at $35.7K in Q3 2024.
1,080 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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