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

DADC

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

VNIM

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

HWA

Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return

SCG

Sonata Capital Group Seattle, Washington $310M AUM 18.96% 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. 330 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.
330 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.