iShares Russell 1000 Value ETF
IWD
Source: the SEC Form 13F filings of the managers we follow, latest for mostly Q2 2026. How we use them
Value held
$5.3m
Combined value at quarter end
Last quarter
2 bought
3 sold or trimmed
Price at Q2 ’26 end
$242.43
+13.5% in the quarter
Share price change by quarter
-2.5%Q4 ’24
+1.6%Q1 ’25
+3.2%Q2 ’25
+4.8%Q3 ’25
+3.3%Q4 ’25
+1.6%Q1 ’26
+13.5%Q2 ’26
Managers holding it, by quarter
1Q4 ’23
1Q1 ’24
1Q2 ’24
1Q3 ’24
5Q4 ’24
3Q1 ’25
2Q2 ’25
3Q3 ’25
6Q4 ’25
4Q1 ’26
5Q2 ’26
Who holds it
| Matrix Asset Advisors | 0.1%$1.5m | Trimmed −1.2% |
| Vulcan Value Partners | 0.1%$1.7m | New |
| Smead Capital Management | 0.0%$1.1m | Trimmed −7.5% |
| Mairs & Power | 0.0%$621k | Unchanged |
| Ariel Investments | 0.0%$217k | New |
Sold out last quarter
- Century Management in Q2 2026