Pacific Life Fund Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-428,929	Closed	-$81.3M	–	30
2026 Q1	$81.3M	Sell	428,929 -3,378	-0.8%	-$654K	9.34%	3
2025 Q4	$78.3M	Sell	432,307 -118,510	-22%	-$21.3M	8.07%	4
2025 Q3	$97.4M	Sell	550,817 -48,469	-8%	-$8.18M	9.99%	3
2025 Q2	$94.5M	Buy	599,286 +97,829	+20%	+$14.6M	10.13%	3
2025 Q1	$75.7M	Buy	501,457 +144,894	+41%	+$23.4M	8.49%	3
2024 Q4	$58.5M	Buy	356,563 +90,849	+34%	+$15.5M	6.07%	5
2024 Q3	$44.3M	Buy	265,714 +51,743	+24%	+$8.41M	4.38%	9
2024 Q2	$32.6M	Sell	213,971 -3,722	-2%	-$569K	3.25%	12
2024 Q1	$34.6M	Sell	217,693 -13,618	-6%	-$2.06M	3.39%	10
2023 Q4	$35.9M	Buy	+231,311	New	+$32M	3.6%	10

Other funds holding IWN

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Pacific Life Fund Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2026, closing a stake of 428,929 shares — an estimated $81.3M sold.

Pacific Life Fund Advisors first reported a position in IWN in Q4 2023 and held it in 10 quarters. The position peaked at $97.4M in Q3 2025. 1,073 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Pacific Life Fund Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q2 2026 after selling out during the quarter.
Pacific Life Fund Advisors sold 428,929 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $81.3M.
Pacific Life Fund Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and held it in 10 quarters.
Pacific Life Fund Advisors's iShares Russell 2000 Value ETF position peaked at $97.4M in Q3 2025.
1,073 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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