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

Pacifica Partners’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-142	Closed	-$20.3K	–	473
2025 Q4	$20.3K	Buy	142 +117	+468%	+$16.4K	0.01%	247
2025 Q3	$3.5K	Hold	25	–	–	﹤0.01%	421
2025 Q2	$3.29K	Sell	25 -78	-76%	-$9.78K	﹤0.01%	433
2025 Q1	$12.4K	Hold	103	–	–	0.01%	316
2024 Q4	$13.3K	Hold	103	–	–	0.01%	321
2024 Q3	$13.6K	Sell	103 -31	-23%	-$3.92K	0.01%	332
2024 Q2	$16.1K	Sell	134 -51	-28%	-$6.2K	0.01%	322
2024 Q1	$22.7K	Hold	185	–	–	0.01%	286
2023 Q4	$20.3K	Buy	185 +82	+80%	+$8.74K	0.01%	304
2023 Q3	$10.5K	Hold	103	–	–	0.01%	337
2023 Q2	$11.3K	Hold	103	–	–	0.01%	282
2023 Q1	$10.7K	Buy	+103	New	+$11.2K	0.01%	299

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Pacifica Partners's IWS Position: Q1 2026 in Review

Pacifica Partners sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 142 shares — an estimated $20.3K sold.

Pacifica Partners first reported a position in IWS in Q1 2023 and held it in 12 quarters. The position peaked at $22.7K in Q1 2024. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Pacifica Partners reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Pacifica Partners sold 142 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $20.3K.
Pacifica Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2023 and held it in 12 quarters.
Pacifica Partners's iShares Russell Mid-Cap Value ETF position peaked at $22.7K in Q1 2024.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Pacifica Partners's 13F filing for Q1 2026, filed 9 Apr 2026.