Pacific Life Fund Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.5M	Sell	264,305 -342,542	-56%	-$47.2M	2.8%	13
2026 Q1	$77.7M	Sell	606,847 -45,632	-7%	-$6.17M	8.93%	4
2025 Q4	$89.4M	Sell	652,479 -49,510	-7%	-$6.92M	9.2%	3
2025 Q3	$100M	Sell	701,989 -61,177	-8%	-$8.64M	10.26%	2
2025 Q2	$106M	Buy	763,166 +2,715	+0.4%	+$343K	11.34%	2
2025 Q1	$89.3M	Buy	+760,451	New	+$97.8M	10.02%	2

Other funds holding IWP

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

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

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Pacific Life Fund Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 56% in Q2 2026, selling an estimated $47.2M and leaving 264,305 shares worth $25.5M. The position accounts for 2.8% of the portfolio, ranked #13.

Pacific Life Fund Advisors first reported a position in IWP in Q1 2025 and has held it in 6 quarters since. The position peaked at $106M in Q2 2025. 1,212 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Pacific Life Fund Advisors held 264,305 shares of iShares Russell Mid-Cap Growth ETF worth $25.5M as of Q2 2026.
Pacific Life Fund Advisors sold 342,542 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $47.2M.
iShares Russell Mid-Cap Growth ETF made up 2.8% of Pacific Life Fund Advisors's portfolio in Q2 2026, its #13 holding.
Pacific Life Fund Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
Pacific Life Fund Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $106M in Q2 2025.
1,212 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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