Ameriprise
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Ameriprise’s iShares Russell 1000 Value ETF IWD Stock Holding History

Ameriprise’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
Q1 		$255M Sell
1,192,023
-205,881
-15% -$45.1M 0.06% 319
2025
Q4 		$294M Buy
1,397,904
+212,781
+18% +$44M 0.07% 288
2025
Q3 		$241M Sell
1,185,123
-37,126
-3% -$7.39M 0.06% 327
2025
Q2 		$238M Sell
1,222,249
-29,483
-2% -$5.46M 0.06% 310
2025
Q1 		$235M Sell
1,251,732
-267,320
-18% -$50.9M 0.06% 291
2024
Q4 		$281M Buy
1,519,052
+518,274
+52% +$99.4M 0.07% 268
2024
Q3 		$190M Sell
1,000,778
-37,339
-4% -$6.8M 0.05% 356
2024
Q2 		$181M Buy
1,038,117
+2,455
+0.2% +$429K 0.05% 352
2024
Q1 		$186M Sell
1,035,662
-59,857
-5% -$10.1M 0.05% 357
2023
Q4 		$181M Buy
1,095,519
+107,624
+11% +$16.6M 0.05% 342
2023
Q3 		$150M Buy
987,895
+120,189
+14% +$19.1M 0.05% 369
2023
Q2 		$137M Sell
867,706
-87,645
-9% -$13.4M 0.04% 405
2023
Q1 		$146M Sell
955,351
-261,299
-21% -$40.4M 0.05% 377
2022
Q4 		$185M Buy
1,216,650
+165,325
+16% +$24.7M 0.06% 311
2022
Q3 		$143M Sell
1,051,325
-17,001
-2% -$2.55M 0.05% 367
2022
Q2 		$155M Buy
1,068,326
+64,205
+6% +$10M 0.05% 354
2022
Q1 		$168M Sell
1,004,121
-123,583
-11% -$20.3M 0.05% 380
2021
Q4 		$187M Buy
1,127,704
+204,758
+22% +$33.5M 0.05% 370
2021
Q3 		$144M Buy
922,946
+36,195
+4% +$5.8M 0.05% 412
2021
Q2 		$141M Sell
886,751
-45,429
-5% -$7.19M 0.04% 424
2021
Q1 		$141M Sell
932,180
-80,763
-8% -$11.7M 0.05% 383
2020
Q4 		$138M Buy
1,012,943
+216,329
+27% +$27.7M 0.05% 378
2020
Q3 		$93.8M Buy
796,614
+71,428
+10% +$8.47M 0.04% 441
2020
Q2 		$81.5M Sell
725,186
-862,629
-54% -$94.9M 0.03% 448
2020
Q1 		$157M Sell
1,587,815
-446,758
-22% -$55.7M 0.08% 240
2019
Q4 		$278M Buy
2,034,573
+128,935
+7% +$17M 0.12% 181
2019
Q3 		$244M Buy
1,905,638
+257,188
+16% +$32.7M 0.11% 197
2019
Q2 		$210M Buy
1,648,450
+50,598
+3% +$6.33M 0.09% 229
2019
Q1 		$197M Sell
1,597,852
-78,665
-5% -$9.45M 0.09% 236
2018
Q4 		$186M Buy
1,676,517
+493,041
+42% +$59.1M 0.09% 231
2018
Q3 		$306M Sell
1,183,476
-64,924
-5% -$8.15M 0.11% 211
2018
Q2 		$152M Buy
1,248,400
+878,738
+238% +$107M 0.07% 298
2018
Q1 		$44.2M Sell
369,662
-23,828
-6% -$2.97M 0.02% 722
2017
Q4 		$48.9M Buy
393,490
+22,191
+6% +$2.69M 0.02% 593
2017
Q3 		$44M Buy
371,299
+40,631
+12% +$4.73M 0.02% 610
2017
Q2 		$38.5M Buy
330,668
+14,971
+5% +$1.72M 0.02% 646
2017
Q1 		$36.3M Buy
315,697
+75,264
+31% +$8.63M 0.02% 667
2016
Q4 		$26.9M Buy
240,433
+43,045
+22% +$4.65M 0.01% 810
2016
Q3 		$20.8M Buy
197,388
+46,429
+31% +$4.9M 0.01% 917
2016
Q2 		$15.6M Buy
150,959
+15,813
+12% +$1.6M 0.01% 1064
2016
Q1 		$13.3M Sell
135,146
-10,493
-7% -$983K 0.01% 1200
2015
Q4 		$14.2M Sell
145,639
-55,469
-28% -$5.51M 0.01% 1173
2015
Q3 		$18.7M Buy
201,108
+20,700
+11% +$2.05M 0.01% 973
2015
Q2 		$18.6M Buy
180,408
+26,272
+17% +$2.76M 0.01% 1062
2015
Q1 		$15.9M Sell
154,136
-18,944
-11% -$1.96M 0.01% 1169
2014
Q4 		$18.1M Buy
173,080
+1,569
+0.9% +$160K 0.01% 1033
2014
Q3 		$17M Buy
171,511
+56,980
+50% +$5.77M 0.01% 1069
2014
Q2 		$11.6M Buy
114,531
+79,817
+230% +$7.83M 0.01% 1417
2014
Q1 		$3.35M Sell
34,714
-3,221
-8% -$302K ﹤0.01% 2268
2013
Q4 		$3.58M Sell
37,935
-8,835
-19% -$801K ﹤0.01% 2199
2013
Q3 		$4.03M Sell
46,770
-1,194
-2% -$104K ﹤0.01% 2076
2013
Q2 		$4.02M Buy
+47,964
New +$4M ﹤0.01% 2006

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise's IWD Position: Q1 2026 in Review

Ameriprise reduced its iShares Russell 1000 Value ETF (IWD) stake by 15% in Q1 2026, selling an estimated $45.1M and leaving 1,192,023 shares worth $255M. The position accounts for 0.06% of the portfolio, ranked #319.

Ameriprise first reported a position in IWD in Q2 2013 and has held it in 52 quarters since. The position peaked at $306M in Q3 2018. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Ameriprise held 1,192,023 shares of iShares Russell 1000 Value ETF worth $255M as of Q1 2026.
  • Ameriprise sold 205,881 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $45.1M.
  • iShares Russell 1000 Value ETF made up 0.06% of Ameriprise's portfolio in Q1 2026, its #319 holding.
  • Ameriprise first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Ameriprise's iShares Russell 1000 Value ETF position peaked at $306M in Q3 2018.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.