Pacific Life Fund Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-803,474	Closed	-$172M	–	29
2026 Q1	$172M	Sell	803,474 -240,169	-23%	-$52.6M	19.72%	1
2025 Q4	$220M	Sell	1,043,643 -35,370	-3%	-$7.31M	22.61%	1
2025 Q3	$220M	Sell	1,079,013 -27,729	-3%	-$5.52M	22.54%	1
2025 Q2	$215M	Sell	1,106,742 -129,782	-10%	-$24M	23.04%	1
2025 Q1	$233M	Buy	+1,236,524	New	+$235M	26.1%	1

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Pacific Life Fund Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 803,474 shares — an estimated $172M sold.

Pacific Life Fund Advisors first reported a position in IWD in Q1 2025 and held it in 5 quarters. The position peaked at $233M in Q1 2025. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Pacific Life Fund Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
Pacific Life Fund Advisors sold 803,474 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $172M.
Pacific Life Fund Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and held it in 5 quarters.
Pacific Life Fund Advisors's iShares Russell 1000 Value ETF position peaked at $233M in Q1 2025.
1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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