IWD — ISHARES TR

Ownership history in Pacific Life Fund Advisors LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Pacific Life Fund Advisors LLC reported a position in ISHARES TR (IWD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
26.1% (2025 Q1)
Avg. % of fund
23.57%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,043,643 -35,370 -3.3% 22.61% $219.5M $210.34
2025 Q3 REDUCED 1,079,013 -27,729 -2.5% 22.54% $219.7M $202.61
2025 Q2 REDUCED 1,106,742 -129,782 -10.5% 23.04% $215.0M $192.44
2025 Q1 INITIATED 1,236,524 — — 26.10% $232.7M $185.60
% of Fund (quarterly)    IWD price (monthly, adj. close)

Other funds also holding IWD

As of 2025 Q4 — sorted by position size

LWM ADVISORS INC 21.73% Covenant Partners, LLC 3Y 7Y 18.93% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 18.57% Objectivity Squared, LLC 17.55% LANDAAS & CO /WI /ADV 3Y 7Y 16.9% Gainplan LLC 3Y 7Y 16.41% Cedar Mountain Advisors, LLC 3Y 16.33% Stairway Partners, LLC 3Y 7Y 14.41% Paulson Wealth Management Inc. 3Y 7Y 13.14% GLOBALT Investments LLC / GA 12.95%
← Back to Pacific Life Fund Advisors LLC Holdings