Pacific Life Fund Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Pacific Life Fund Advisors’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$173M	Buy	+760,525	New	+$170M	18.98%	1

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Pacific Life Fund Advisors's IVE Position: Q2 2026 in Review

Pacific Life Fund Advisors opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 760,525 shares worth $173M. The stake represents 18.98% of the portfolio and ranks #1 among its holdings.

1,009 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Pacific Life Fund Advisors held 760,525 shares of iShares S&P 500 Value ETF worth $173M as of Q2 2026.
iShares S&P 500 Value ETF was a new Pacific Life Fund Advisors position in Q2 2026.
iShares S&P 500 Value ETF made up 18.98% of Pacific Life Fund Advisors's portfolio in Q2 2026, its #1 holding.
1,009 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Pacific Life Fund Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.