Pacifica Partners
IWR icon

Pacifica Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Pacifica Partners’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$269K Hold
2,501
– – 0.08% 96
2026
Q2 		$276K Hold
2,501
– – 0.08% 99
2026
Q1 		$243K Sell
2,501
-932
-27% -$93.1K 0.08% 104
2025
Q4 		$334K Buy
+3,433
New +$330K 0.15% 79

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Wealth Enhancement Advisory Services
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Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Coastline Trust
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Pacifica Partners's IWR Position: Q3 2026 in Review

Pacifica Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 2,501 shares worth $269K. The position accounts for 0.08% of the portfolio, ranked #96.

Pacifica Partners first reported a position in IWR in Q4 2025 and has held it in 4 quarters since. The position peaked at $334K in Q4 2025. 541 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Pacifica Partners held 2,501 shares of iShares Russell Mid-Cap ETF worth $269K as of Q3 2026.
  • Pacifica Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap ETF made up 0.08% of Pacifica Partners's portfolio in Q3 2026, its #96 holding.
  • Pacifica Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Pacifica Partners's iShares Russell Mid-Cap ETF position peaked at $334K in Q4 2025.
  • 541 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

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