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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
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

Other funds holding IWR

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

Pacifica Partners's IWR Position: Q2 2026 in Review

Pacifica Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 2,501 shares worth $276K. The position accounts for 0.08% of the portfolio, ranked #99.

Pacifica Partners first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. The position peaked at $334K in Q4 2025. 559 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Pacifica Partners held 2,501 shares of iShares Russell Mid-Cap ETF worth $276K as of Q2 2026.
  • Pacifica Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.08% of Pacifica Partners's portfolio in Q2 2026, its #99 holding.
  • Pacifica Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Pacifica Partners's iShares Russell Mid-Cap ETF position peaked at $334K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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